Paragon Private Wealth Management, LLC Vanguard Growth ETF Transaction History
Paragon Private Wealth Management, LLC
- $163 Million
- Q1 2024
A detailed history of Paragon Private Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 5,791 shares of VUG stock, worth $2.2 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
5,791
Previous 5,261
10.07%
Holding current value
$2.2 Million
Previous $1.64 Million
21.9%
% of portfolio
1.22%
Previous 1.17%
Shares
5 transactions
Others Institutions Holding VUG
# of Institutions
2,193Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.02 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.03 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.4 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.2 Billion1.1% of portfolio