Moulton Wealth Management, Inc Vanguard Growth ETF Transaction History
Moulton Wealth Management, Inc
- $137 Million
- Q3 2025
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 1,979 shares of VUG stock, worth $956,886. This represents 0.69% of its overall portfolio holdings.
Number of Shares
1,979Holding current value
$956,886% of portfolio
0.69%Shares
7 transactions
Others Institutions Holding VUG
# of Institutions
2,912Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
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Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
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Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
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Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
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Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio