Smallwood Wealth Investment Management, LLC Vanguard Growth ETF Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 78 shares of VUG stock, worth $29,506. This represents 0.02% of its overall portfolio holdings.
Number of Shares
78Holding current value
$29,506% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,674Shares Held
266MCall Options Held
319KPut Options Held
285K-
Bank Of America Corp Charlotte, NC48.5MShares$18.4 Billion1.48% of portfolio
-
Jones Financial Companies Lllp31.7MShares$12 Billion3.95% of portfolio
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Morgan Stanley New York, NY14MShares$5.3 Billion0.38% of portfolio
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Envestnet Asset Management Inc8.05MShares$3.04 Billion1.0% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$2.76 Billion5.82% of portfolio