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 $531,298. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,286
Previous 1,255
2.47%
Holding current value
$531,298
Previous $515,000
7.38%
% of portfolio
0.25%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,678Shares 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