Peak Retirement Planning, Inc. Vanguard Growth ETF Transaction History
Peak Retirement Planning, Inc.
- $355 Billion
- Q3 2025
A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 21,652 shares of VUG stock, worth $10.5 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
21,652
Previous 17,153
26.23%
Holding current value
$10.5 Million
Previous $7.52 Billion
38.1%
% of portfolio
2.92%
Previous 3.04%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,912Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio