Stone Crest Wealth Management, Inc. Vanguard Growth ETF Transaction History
Stone Crest Wealth Management, Inc.
- $116 Billion
- Q1 2024
A detailed history of Stone Crest Wealth Management, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 764 shares of VUG stock, worth $295,943. This represents 0.23% of its overall portfolio holdings.
Number of Shares
764
Previous 797
4.14%
Holding current value
$295,943
Previous $248 Million
6.13%
% of portfolio
0.23%
Previous 0.24%
Shares
2 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