Sovereign Financial Group, Inc. Vanguard Growth ETF Transaction History
Sovereign Financial Group, Inc.
- $374 Million
- Q1 2024
A detailed history of Sovereign Financial Group, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 52,534 shares of VUG stock, worth $20.3 Million. This represents 4.83% of its overall portfolio holdings.
Number of Shares
52,534
Previous 50,119
4.82%
Holding current value
$20.3 Million
Previous $15.6 Million
16.06%
% of portfolio
4.83%
Previous 4.77%
Shares
11 transactions
Others Institutions Holding VUG
# of Institutions
2,197Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.3 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.16 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.13 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.47 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.26 Billion1.1% of portfolio