Shared Vision Wealth Group LLC Vanguard Growth ETF Transaction History
Shared Vision Wealth Group LLC
- $200 Billion
- Q2 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,978 shares of VUG stock, worth $953,494. This represents 0.45% of its overall portfolio holdings.
Number of Shares
1,978
Previous 1,978
-0.0%
Holding current value
$953,494
Previous $734 Million
22.75%
% of portfolio
0.45%
Previous 0.4%
Shares
1 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