Towerpoint Wealth, LLC Vanguard Growth ETF Transaction History
Towerpoint Wealth, LLC
- $197 Million
- Q1 2024
A detailed history of Towerpoint Wealth, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 71,393 shares of VUG stock, worth $27.1 Million. This represents 12.44% of its overall portfolio holdings.
Number of Shares
71,393
Previous 72,004
0.85%
Holding current value
$27.1 Million
Previous $22.4 Million
9.78%
% of portfolio
12.44%
Previous 12.3%
Shares
26 transactions
Others Institutions Holding VUG
# of Institutions
2,193Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.02 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.03 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.4 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.2 Billion1.1% of portfolio