Philip James Wealth Mangement, LLC Vanguard Russell 1000 Growth E Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 60,949 shares of VONG stock, worth $5.88 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
60,949
Previous 38,639
57.74%
Holding current value
$5.88 Million
Previous $3.35 Billion
70.73%
% of portfolio
3.81%
Previous 2.37%
Shares
3 transactions
Others Institutions Holding VONG
# of Institutions
640Shares Held
144MCall Options Held
11.7KPut Options Held
1.5K-
Bank Of America Corp Charlotte, NC30MShares$2.89 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.6MShares$1.03 Billion7.24% of portfolio
-
Morgan Stanley New York, NY6.08MShares$586 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.69MShares$452 Million0.22% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.61MShares$444 Million1.33% of portfolio