O'Brien Wealth Partners LLC Vanguard Growth ETF Transaction History
O'Brien Wealth Partners LLC
- $484 Million
- Q3 2024
A detailed history of O'Brien Wealth Partners LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 39,999 shares of VUG stock, worth $16.7 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
39,999
Previous 31,509
26.94%
Holding current value
$16.7 Million
Previous $11.8 Million
30.31%
% of portfolio
3.18%
Previous 2.81%
Shares
22 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.67 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.77 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.46 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.37 Billion6.36% of portfolio