Philip James Wealth Mangement, LLC Vanguard Growth ETF Transaction History
Philip James Wealth Mangement, LLC
- $814 Billion
- Q3 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 $278,241. This represents 0.03% of its overall portfolio holdings.
Number of Shares
666
Previous 666
-0.0%
Holding current value
$278,241
Previous $249 Million
2.59%
% of portfolio
0.03%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.67 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.77 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.46 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.37 Billion6.36% of portfolio