Sound Financial Strategies Group, LLC Vanguard Growth ETF Transaction History
Sound Financial Strategies Group, LLC
- $111 Million
- Q2 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 352 shares of VUG stock, worth $161,617. This represents 0.14% of its overall portfolio holdings.
Number of Shares
352
Previous 960
63.33%
Holding current value
$161,617
Previous $355,000
56.62%
% of portfolio
0.14%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,746Shares Held
267MCall Options Held
306KPut Options Held
295K-
Bank Of America Corp Charlotte, NC48.5MShares$22.3 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$14.8 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.44 Billion0.38% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.22 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.73 Billion1.09% of portfolio