Moulton Wealth Management, Inc Vanguard Growth ETF Transaction History
Moulton Wealth Management, Inc
- $118 Million
- Q3 2024
A detailed history of Moulton Wealth Management, Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 8,410 shares of VUG stock, worth $3.4 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
8,410
Previous 10,580
20.51%
Holding current value
$3.4 Million
Previous $3.96 Million
18.42%
% of portfolio
2.74%
Previous 3.7%
Shares
5 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.35 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.58 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.34 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.26 Billion6.36% of portfolio