Modern Wealth Management, LLC Vanguard Growth ETF Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 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 1,759 shares of VUG stock, worth $734,875. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,759
Previous 1,555
13.12%
Holding current value
$734,875
Previous $586 Million
15.15%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.67 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.77 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.46 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.37 Billion6.36% of portfolio