Opes Wealth Management LLC Vanguard Growth ETF Transaction History
Opes Wealth Management LLC
- $553 Million
- Q2 2025
A detailed history of Opes Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Opes Wealth Management LLC holds 1,095 shares of VUG stock, worth $516,303. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,095
Previous 866
26.44%
Holding current value
$516,303
Previous $321,000
49.53%
% of portfolio
0.09%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,764Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.3 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.5 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$6.86 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.33 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.83 Billion1.09% of portfolio