Phillips Financial Management, LLC Vanguard Russell 1000 Growth E Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Phillips Financial Management, LLC holds 792 shares of VONG stock, worth $80,118. This represents 0.01% of its overall portfolio holdings.
Number of Shares
792
Previous 792
-0.0%
Holding current value
$80,118
Previous $74,000
2.7%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VONG
# of Institutions
666Shares Held
141MCall Options Held
28.8KPut Options Held
2.3K-
Bank Of America Corp Charlotte, NC30.3MShares$3.06 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.05 Billion6.73% of portfolio
-
Morgan Stanley New York, NY6.22MShares$630 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.17MShares$523 Million0.23% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.66MShares$472 Million1.35% of portfolio