Shira Ridge Wealth Management Vanguard Growth ETF Transaction History
Shira Ridge Wealth Management
- $236 Billion
- Q3 2025
A detailed history of Shira Ridge Wealth Management transactions in Vanguard Growth ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 1,662 shares of VUG stock, worth $803,610. This represents 0.34% of its overall portfolio holdings.
Number of Shares
1,662
Previous 1,673
0.66%
Holding current value
$803,610
Previous $733 Million
8.68%
% of portfolio
0.34%
Previous 0.34%
Shares
12 transactions
Others Institutions Holding VUG
# of Institutions
2,912Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio