Next Level Wealth Planning, LLC Vanguard Growth ETF Transaction History
Next Level Wealth Planning, LLC
- $156 Billion
- Q2 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 661 shares of VUG stock, worth $300,246. This represents 0.19% of its overall portfolio holdings.
Number of Shares
661
Previous 741
10.8%
Holding current value
$300,246
Previous $275 Million
5.46%
% of portfolio
0.19%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,716Shares Held
266MCall Options Held
319KPut Options Held
305K-
Bank Of America Corp Charlotte, NC48.5MShares$22 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$14.7 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.37 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.66 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.32 Billion5.82% of portfolio