Sax Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,485 shares of VUG stock, worth $2.34 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,485
Previous 5,307
3.35%
Holding current value
$2.34 Million
Previous $2.04 Million
10.51%
% of portfolio
0.18%
Previous 0.18%
Shares
17 transactions
Others Institutions Holding VUG
# of Institutions
2,631Shares Held
260MCall Options Held
263KPut Options Held
253K-
Bank Of America Corp Charlotte, NC43.4MShares$18.6 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$12.2 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.95 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.5 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.25 Billion6.58% of portfolio