Perfromance Wealth Partners, LLC Vanguard Growth ETF Transaction History
Perfromance Wealth Partners, LLC
- $2.77 Billion
- Q1 2025
A detailed history of Perfromance Wealth Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,292,614 shares of VUG stock, worth $535 Million. This represents 17.29% of its overall portfolio holdings.
Number of Shares
1,292,614
Previous 1,287,018
0.43%
Holding current value
$535 Million
Previous $528 Million
9.26%
% of portfolio
17.29%
Previous 17.11%
Shares
14 transactions
Others Institutions Holding VUG
# of Institutions
2,677Shares Held
267MCall Options Held
319KPut Options Held
285K-
Bank Of America Corp Charlotte, NC48.5MShares$20.1 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$13.3 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$5.8 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.33 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.02 Billion5.82% of portfolio