Sterling Group Wealth Management, LLC Vanguard Growth ETF Transaction History
Sterling Group Wealth Management, LLC
- $186 Million
- Q1 2025
A detailed history of Sterling Group Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 782 shares of VUG stock, worth $295,822. This represents 0.16% of its overall portfolio holdings.
Number of Shares
782
Previous 771
1.43%
Holding current value
$295,822
Previous $316,000
8.54%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding VUG
# of Institutions
2,677Shares Held
259MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.4 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.27 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.04 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.87 Billion6.58% of portfolio