Marshall & Sterling Wealth Advisors Inc. Vanguard Growth ETF Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 14,232 shares of VUG stock, worth $5.88 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
14,232
Previous 18,844
24.47%
Holding current value
$5.88 Million
Previous $7.73 Billion
31.7%
% of portfolio
3.59%
Previous 5.34%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,681Shares 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