Proactive Wealth Strategies LLC Vanguard Growth ETF Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 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 1,286 shares of VUG stock, worth $590,454. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,286
Previous 1,255
2.47%
Holding current value
$590,454
Previous $515,000
7.38%
% of portfolio
0.25%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,749Shares Held
267MCall Options Held
306KPut Options Held
295K-
Bank Of America Corp Charlotte, NC48.5MShares$22.3 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$14.8 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.44 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.73 Billion1.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.35 Billion5.82% of portfolio