Modern Wealth Management, LLC Vanguard Growth ETF Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,203 shares of VUG stock, worth $467,160. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,203Holding current value
$467,160% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,200Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.4 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.18 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.15 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.47 Billion6.95% of portfolio
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Envestnet Asset Management Inc8.42MShares$3.27 Billion1.1% of portfolio