Naviter Wealth, LLC Vanguard Growth ETF Transaction History
Naviter Wealth, LLC
- $814 Million
- Q4 2024
A detailed history of Naviter Wealth, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 796 shares of VUG stock, worth $331,151. This represents 0.04% of its overall portfolio holdings.
Number of Shares
796
Previous 765
4.05%
Holding current value
$331,151
Previous $293,000
11.26%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,654Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$18.1 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.9 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.79 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.41 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.16 Billion6.58% of portfolio