Litman Gregory Wealth Management LLC Vanguard Growth ETF Transaction History
Litman Gregory Wealth Management LLC
- $1.16 Billion
- Q1 2025
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 $283,827. This represents 0.02% of its overall portfolio holdings.
Number of Shares
687
Previous 687
-0.0%
Holding current value
$283,827
Previous $281,000
9.61%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,679Shares Held
268MCall Options Held
319KPut Options Held
305K-
Bank Of America Corp Charlotte, NC48.5MShares$20.1 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$13.3 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$5.79 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.32 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.02 Billion5.82% of portfolio