Phillips Financial Management, LLC Vanguard Materials ETF Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Materials ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 3,995 shares of VAW stock, worth $847,699. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,995
Previous 4,022
0.67%
Holding current value
$847,699
Previous $774,000
9.04%
% of portfolio
0.07%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding VAW
# of Institutions
399Shares Held
7.54MCall Options Held
6.7KPut Options Held
1.6K-
Bank Of America Corp Charlotte, NC1.43MShares$303 Million0.02% of portfolio
-
Beacon Capital Management, Inc.776KShares$165 Million7.07% of portfolio
-
Northwestern Mutual Wealth Management CO391KShares$83 Million0.07% of portfolio
-
Envestnet Asset Management Inc369KShares$78.3 Million0.03% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO308KShares$65.4 Million0.22% of portfolio