Private Wealth Management Group, LLC Vanguard Growth ETF Transaction History
Private Wealth Management Group, LLC
- $271 Billion
- Q1 2025
A detailed history of Private Wealth Management Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 638 shares of VUG stock, worth $263,583. This represents 0.09% of its overall portfolio holdings.
Number of Shares
638
Previous 423
50.83%
Holding current value
$263,583
Previous $174 Million
36.27%
% of portfolio
0.09%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,681Shares Held
268MCall Options Held
319KPut Options Held
305K-
Bank Of America Corp Charlotte, NC48.5MShares$20.1 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$13.3 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$5.79 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.32 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.02 Billion5.82% of portfolio