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 $1.01 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
2,471
Previous 2,630
6.05%
Holding current value
$1.01 Million
Previous $984 Million
3.53%
% of portfolio
0.75%
Previous 0.8%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,348Shares Held
239MCall Options Held
196KPut Options Held
135K-
Bank Of America Corp Charlotte, NC43.1MShares$17.6 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.46 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.56 Billion0.4% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.38 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.3 Billion6.36% of portfolio