Sound Financial Strategies Group, LLC Vanguard Russell 1000 Growth E Transaction History
Sound Financial Strategies Group, LLC
- $111 Million
- Q2 2025
A detailed history of Sound Financial Strategies Group, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 21,392 shares of VONG stock, worth $2.61 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
21,392
Previous 22,968
6.86%
Holding current value
$2.61 Million
Previous $2.13 Million
9.62%
% of portfolio
2.1%
Previous 2.02%
Shares
9 transactions
Others Institutions Holding VONG
# of Institutions
826Shares Held
163MCall Options Held
7.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC36.4MShares$4.45 Billion0.3% of portfolio
-
Avantax Advisory Services, Inc.10.1MShares$1.24 Billion6.29% of portfolio
-
Morgan Stanley New York, NY8.26MShares$1.01 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.31MShares$893 Million0.28% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.79MShares$585 Million1.37% of portfolio