Philip James Wealth Mangement, LLC Vanguard Growth ETF Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 666 shares of VUG stock, worth $241,591. This represents 0.17% of its overall portfolio holdings.
Number of Shares
666
Previous 668
0.3%
Holding current value
$241,591
Previous $230 Million
8.34%
% of portfolio
0.17%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,230Shares Held
222MCall Options Held
174KPut Options Held
53.4K-
Bank Of America Corp Charlotte, NC42.1MShares$15.3 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$6.71 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$4.81 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.25 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.05 Billion1.1% of portfolio