Sky Oak Wealth, LLC Vanguard Growth ETF Transaction History
Sky Oak Wealth, LLC
- $525 Million
- Q3 2025
A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 3,764 shares of VUG stock, worth $1.81 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
3,764
Previous 3,946
4.61%
Holding current value
$1.81 Million
Previous $1.73 Million
4.4%
% of portfolio
0.34%
Previous 0.35%
Shares
16 transactions
Others Institutions Holding VUG
# of Institutions
2,840Shares Held
284MCall Options Held
352KPut Options Held
473K-
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