Plan A Wealth LLC Vanguard Growth ETF Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Plan A Wealth LLC holds 567 shares of VUG stock, worth $274,700. This represents 0.14% of its overall portfolio holdings.
Number of Shares
567
Previous 700
19.0%
Holding current value
$274,700
Previous $307 Million
11.39%
% of portfolio
0.14%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,865Shares Held
285MCall Options Held
352KPut Options Held
473K-
Bank Of America Corp Charlotte, NC49.4MShares$23.9 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17.1 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.05 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.45 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.03 Billion1.23% of portfolio