Perigon Wealth Management, LLC Vanguard Russell 2000 Growth E Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Russell 2000 Growth E stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 1,660 shares of VTWG stock, worth $358,809. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,660
Previous 1,564
6.14%
Holding current value
$358,809
Previous $324,000
7.41%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VTWG
# of Institutions
165Shares Held
2.5MCall Options Held
0Put Options Held
0-
Westwood Holdings Group Inc Dallas, TX363KShares$78.4 Million0.6% of portfolio
-
Bank Of America Corp Charlotte, NC300KShares$64.9 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ169KShares$36.5 Million0.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL137KShares$29.6 Million0.06% of portfolio
-
Assetmark, Inc124KShares$26.7 Million0.07% of portfolio