Proactive Wealth Strategies LLC Vanguard Growth ETF Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 1,314 shares of VUG stock, worth $633,413. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,314
Previous 1,286
2.18%
Holding current value
$633,413
Previous $477,000
20.75%
% of portfolio
0.27%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,810Shares Held
282MCall 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