Principle Wealth Partners LLC Vanguard Growth ETF Transaction History
Principle Wealth Partners LLC
- $1.45 Billion
- Q2 2025
A detailed history of Principle Wealth Partners LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Principle Wealth Partners LLC holds 127,637 shares of VUG stock, worth $61.5 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
127,637
Previous 124,542
2.49%
Holding current value
$61.5 Million
Previous $46.2 Million
21.16%
% of portfolio
3.85%
Previous 3.56%
Shares
27 transactions
Others Institutions Holding VUG
# of Institutions
2,792Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio