Sound View Wealth Advisors Group, LLC Vanguard Growth ETF Transaction History
Sound View Wealth Advisors Group, LLC
- $933 Million
- Q1 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 8,164 shares of VUG stock, worth $3.12 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
8,164
Previous 10,030
18.6%
Holding current value
$3.12 Million
Previous $3.12 Million
9.88%
% of portfolio
0.3%
Previous 0.35%
Shares
20 transactions
Others Institutions Holding VUG
# of Institutions
2,195Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.1 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.08 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.07 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.42 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.22 Billion1.1% of portfolio