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 $241,349. This represents 0.09% of its overall portfolio holdings.
Number of Shares
638
Previous 423
50.83%
Holding current value
$241,349
Previous $174 Million
36.27%
% of portfolio
0.09%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,677Shares Held
259MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.4 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.27 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.04 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.87 Billion6.58% of portfolio