Talisman Wealth Advisors LLC Vanguard Growth ETF Transaction History
Talisman Wealth Advisors LLC
- $96.1 Million
- Q3 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,442 shares of VUG stock, worth $990,768. This represents 0.97% of its overall portfolio holdings.
Number of Shares
2,442
Previous 2,440
0.08%
Holding current value
$990,768
Previous $912,000
2.74%
% of portfolio
0.97%
Previous 1.06%
Shares
7 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.8 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.39 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.6 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.36 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.28 Billion6.36% of portfolio