Northwest Wealth Management, LLC Vanguard Growth ETF Transaction History
Northwest Wealth Management, LLC
- $465 Million
- Q4 2024
A detailed history of Northwest Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 2,167 shares of VUG stock, worth $842,334. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,167
Previous 2,120
2.22%
Holding current value
$842,334
Previous $813,000
9.35%
% of portfolio
0.19%
Previous 0.19%
Shares
29 transactions
Others Institutions Holding VUG
# of Institutions
2,667Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.9 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.1 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.41 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.19 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.95 Billion6.58% of portfolio