Strata Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Strata Wealth Advisors, LLC
- $363 Billion
- Q2 2025
A detailed history of Strata Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 119,330 shares of VUG stock, worth $57.5 Million. This represents 14.42% of its overall portfolio holdings.
Number of Shares
119,330
Previous 113,257
5.36%
Holding current value
$57.5 Million
Previous $42 Billion
24.56%
% of portfolio
14.42%
Previous 13.05%
Shares
10 transactions
Others Institutions Holding VUG
# of Institutions
2,764Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.01 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.42 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.91 Billion1.09% of portfolio