Newton One Investments LLC Vanguard Growth ETF Transaction History
Newton One Investments LLC
- $227 Million
- Q1 2024
A detailed history of Newton One Investments LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Newton One Investments LLC holds 56,045 shares of VUG stock, worth $21.7 Million. This represents 8.49% of its overall portfolio holdings.
Number of Shares
56,045
Previous 55,061
1.79%
Holding current value
$21.7 Million
Previous $17.1 Million
12.69%
% of portfolio
8.49%
Previous 7.87%
Shares
14 transactions
Others Institutions Holding VUG
# of Institutions
2,198Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.3 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.16 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.13 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.47 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.26 Billion1.1% of portfolio