National Wealth Management Group, LLC Vanguard Growth ETF Transaction History
National Wealth Management Group, LLC
- $150 Billion
- Q4 2024
A detailed history of National Wealth Management Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,539 shares of VUG stock, worth $657,953. This represents 0.42% of its overall portfolio holdings.
Number of Shares
1,539
Previous 1,635
5.87%
Holding current value
$657,953
Previous $628 Million
0.63%
% of portfolio
0.42%
Previous 0.43%
Shares
12 transactions
Others Institutions Holding VUG
# of Institutions
2,631Shares Held
260MCall Options Held
263KPut Options Held
253K-
Bank Of America Corp Charlotte, NC43.4MShares$18.6 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$12.2 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.95 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.5 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.25 Billion6.58% of portfolio