Sterling Group Wealth Management, LLC Vanguard Growth ETF Transaction History
Sterling Group Wealth Management, LLC
- $179 Million
- Q2 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 643 shares of VUG stock, worth $295,227. This represents 0.16% of its overall portfolio holdings.
Number of Shares
643
Previous 782
17.77%
Holding current value
$295,227
Previous $289,000
2.77%
% of portfolio
0.16%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,749Shares 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
-
Envestnet Asset Management Inc8.13MShares$3.73 Billion1.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.35 Billion5.82% of portfolio