Smith & Howard Wealth Management, LLC Vanguard Growth ETF Transaction History
Smith & Howard Wealth Management, LLC
- $323 Million
- Q2 2025
A detailed history of Smith & Howard Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 34,625 shares of VUG stock, worth $16.9 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
34,625
Previous 32,288
7.24%
Holding current value
$16.9 Million
Previous $12 Million
26.78%
% of portfolio
4.69%
Previous 3.29%
Shares
30 transactions
Others Institutions Holding VUG
# of Institutions
2,780Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$24.1 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$17.1 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.09 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.47 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.96 Billion1.09% of portfolio