Moulton Wealth Management, Inc Vanguard Growth ETF Transaction History
Moulton Wealth Management, Inc
- $129 Million
- Q4 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 8,477 shares of VUG stock, worth $3.53 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
8,477
Previous 8,410
0.8%
Holding current value
$3.53 Million
Previous $3.23 Million
7.78%
% of portfolio
2.7%
Previous 2.74%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,409Shares Held
242MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.2 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.63 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.74 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.44 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.36 Billion6.36% of portfolio