Towerpoint Wealth, LLC Vanguard Growth ETF Transaction History
Towerpoint Wealth, LLC
- $198 Million
- Q1 2025
A detailed history of Towerpoint Wealth, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 63,285 shares of VUG stock, worth $23.8 Million. This represents 11.82% of its overall portfolio holdings.
Number of Shares
63,285
Previous 67,306
5.97%
Holding current value
$23.8 Million
Previous $27.6 Million
15.14%
% of portfolio
11.82%
Previous 13.75%
Shares
30 transactions
Others Institutions Holding VUG
# of Institutions
2,672Shares Held
264MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.3 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.24 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.09 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.86 Billion6.58% of portfolio