Trademark Financial Management, LLC Vanguard Growth ETF Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
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 2,471 shares of VUG stock, worth $998,358. This represents 0.75% of its overall portfolio holdings.
Number of Shares
2,471
Previous 2,630
6.05%
Holding current value
$998,358
Previous $984 Million
3.53%
% of portfolio
0.75%
Previous 0.8%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.35 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.58 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.34 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.26 Billion6.36% of portfolio