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 $3.61 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
8,477
Previous 8,410
0.8%
Holding current value
$3.61 Million
Previous $3.23 Million
7.78%
% of portfolio
2.7%
Previous 2.74%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,652Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$18.5 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$12.2 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.92 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.49 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.23 Billion6.58% of portfolio