Transform Wealth, LLC Vanguard Growth ETF Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Transform Wealth, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 1,084 shares of VUG stock, worth $392,104. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,084
Previous 1,084
-0.0%
Holding current value
$392,104
Previous $373,000
8.58%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,225Shares Held
221MCall Options Held
174KPut Options Held
53.4K-
Bank Of America Corp Charlotte, NC42.1MShares$15.2 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$6.69 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$4.79 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.24 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.04 Billion1.1% of portfolio