Philip James Wealth Mangement, LLC Vanguard Russell 1000 Growth E Transaction History
Philip James Wealth Mangement, LLC
- $822 Billion
- Q1 2025
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 62,358 shares of VONG stock, worth $5.88 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
62,358
Previous 62,679
0.51%
Holding current value
$5.88 Million
Previous $6.47 Billion
10.63%
% of portfolio
0.7%
Previous 0.84%
Shares
6 transactions
Others Institutions Holding VONG
# of Institutions
776Shares Held
150MCall Options Held
25.9KPut Options Held
1.2K-
Bank Of America Corp Charlotte, NC29.1MShares$2.74 Billion0.26% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$979 Million6.89% of portfolio
-
Morgan Stanley New York, NY7MShares$660 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.53MShares$521 Million0.24% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$436 Million1.45% of portfolio