Rolek Wealth Management LLC Vanguard Growth ETF Transaction History
Rolek Wealth Management LLC
- $96.6 Billion
- Q1 2025
A detailed history of Rolek Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Rolek Wealth Management LLC holds 118,838 shares of VUG stock, worth $49.1 Million. This represents 44.56% of its overall portfolio holdings.
Number of Shares
118,838
Previous 111,723
6.37%
Holding current value
$49.1 Million
Previous $45.9 Billion
6.12%
% of portfolio
44.56%
Previous 35.94%
Shares
2 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