O'Brien Wealth Partners LLC Vanguard Growth ETF Transaction History
O'Brien Wealth Partners LLC
- $527 Million
- Q4 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 44,337 shares of VUG stock, worth $18.5 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
44,337
Previous 39,999
10.85%
Holding current value
$18.5 Million
Previous $15.4 Million
18.5%
% of portfolio
3.45%
Previous 3.18%
Shares
23 transactions
Others Institutions Holding VUG
# of Institutions
2,470Shares Held
248MCall Options Held
238KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.68 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.78 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$3.38 Billion6.36% of portfolio