Trademark Financial Management, LLC Vanguard Growth ETF Transaction History
Trademark Financial Management, LLC
- $121 Billion
- Q1 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 2,790 shares of VUG stock, worth $1.04 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
2,790
Previous 3,104
10.12%
Holding current value
$1.04 Million
Previous $965 Million
0.49%
% of portfolio
0.8%
Previous 0.71%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,208Shares Held
221MCall Options Held
174KPut Options Held
53.4K-
Bank Of America Corp Charlotte, NC42.1MShares$15.6 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$6.86 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$4.92 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.32 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.12 Billion1.1% of portfolio