Liberty Wealth Management LLC Vanguard Growth ETF Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
A detailed history of Liberty Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 5,603 shares of VUG stock, worth $2.34 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
5,603
Previous 436,544
98.72%
Holding current value
$2.34 Million
Previous $2.26 Million
4.95%
% of portfolio
0.38%
Previous 0.41%
Shares
23 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.67 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.77 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.46 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.37 Billion6.36% of portfolio