Phoenix Wealth Advisors Vanguard Growth ETF Transaction History
Phoenix Wealth Advisors
- $164 Million
- Q1 2024
A detailed history of Phoenix Wealth Advisors transactions in Vanguard Growth ETF stock. As of the latest transaction made, Phoenix Wealth Advisors holds 1,906 shares of VUG stock, worth $747,037. This represents 0.4% of its overall portfolio holdings.
Number of Shares
1,906
Previous 2,096
9.06%
Holding current value
$747,037
Previous $651,000
0.77%
% of portfolio
0.4%
Previous 0.45%
Shares
8 transactions
Others Institutions Holding VUG
# of Institutions
2,199Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.5 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.24 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.19 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.51 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.3 Billion1.1% of portfolio