Sound Financial Strategies Group, LLC Vanguard Growth ETF Transaction History
Sound Financial Strategies Group, LLC
- $128 Million
- Q3 2025
A detailed history of Sound Financial Strategies Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 942 shares of VUG stock, worth $455,475. This represents 0.35% of its overall portfolio holdings.
Number of Shares
942
Previous 352
167.61%
Holding current value
$455,475
Previous $154,000
192.86%
% of portfolio
0.35%
Previous 0.14%
Shares
4 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