Litman Gregory Wealth Management LLC Vanguard Growth ETF Transaction History
Litman Gregory Wealth Management LLC
- $1.13 Billion
- Q2 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 687 shares of VUG stock, worth $263,375. This represents 0.02% of its overall portfolio holdings.
Number of Shares
687
Previous 621
10.63%
Holding current value
$263,375
Previous $213,000
20.19%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,285Shares Held
242MCall Options Held
194KPut Options Held
73.7K-
Bank Of America Corp Charlotte, NC43.1MShares$16.5 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.8 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.22 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.3 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.2 Billion1.11% of portfolio