Trademark Financial Management, LLC Vanguard Growth ETF Transaction History
Trademark Financial Management, LLC
- $131 Billion
- Q1 2025
A detailed history of Trademark Financial Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 1,308 shares of VUG stock, worth $494,803. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,308
Previous 2,439
46.37%
Holding current value
$494,803
Previous $1 Billion
51.57%
% of portfolio
0.37%
Previous 0.8%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,674Shares Held
266MCall Options Held
319KPut Options Held
285K-
Bank Of America Corp Charlotte, NC48.5MShares$18.4 Billion1.48% of portfolio
-
Jones Financial Companies Lllp31.7MShares$12 Billion3.95% of portfolio
-
Morgan Stanley New York, NY14MShares$5.3 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.04 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$2.76 Billion5.82% of portfolio