Monument Group Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Monument Group Wealth Advisors, LLC
- $159 Billion
- Q2 2025
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 882 shares of VUG stock, worth $415,871. This represents 0.24% of its overall portfolio holdings.
Number of Shares
882
Previous 1,425
38.11%
Holding current value
$415,871
Previous $528 Million
26.82%
% of portfolio
0.24%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,764Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.3 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.5 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$6.86 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.33 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.83 Billion1.09% of portfolio