Phillips Financial Management, LLC Vanguard Growth ETF Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 2024
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 671 shares of VUG stock, worth $254,443. This represents 0.02% of its overall portfolio holdings.
Number of Shares
671
Previous 643
4.35%
Holding current value
$254,443
Previous $221,000
13.12%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,285Shares Held
242MCall Options Held
194KPut Options Held
73.7K-
Bank Of America Corp Charlotte, NC43.1MShares$16.4 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.71 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.16 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.26 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.17 Billion1.11% of portfolio