Naviter Wealth, LLC Vanguard Growth ETF Transaction History
Naviter Wealth, LLC
- $795 Million
- Q2 2025
A detailed history of Naviter Wealth, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 820 shares of VUG stock, worth $395,281. This represents 0.05% of its overall portfolio holdings.
Number of Shares
820
Previous 842
2.61%
Holding current value
$395,281
Previous $312,000
15.06%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding VUG
# of Institutions
2,820Shares Held
282MCall Options Held
352KPut Options Held
473K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio