Next Level Wealth Planning, LLC Vanguard Growth ETF Transaction History
Next Level Wealth Planning, LLC
- $177 Billion
- Q3 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 634 shares of VUG stock, worth $306,551. This represents 0.17% of its overall portfolio holdings.
Number of Shares
634
Previous 661
4.08%
Holding current value
$306,551
Previous $290 Million
4.94%
% of portfolio
0.17%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,914Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio