Lifeworks Advisors, LLC Vanguard Growth ETF Transaction History
Lifeworks Advisors, LLC
- $584 Million
- Q1 2025
A detailed history of Lifeworks Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 3,678 shares of VUG stock, worth $1.67 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,678
Previous 2,625
40.11%
Holding current value
$1.67 Million
Previous $1.08 Million
26.56%
% of portfolio
0.23%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding VUG
# of Institutions
2,727Shares Held
266MCall Options Held
319KPut Options Held
315K-
Bank Of America Corp Charlotte, NC48.5MShares$22 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$14.6 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.36 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.65 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.31 Billion5.82% of portfolio