Traverso Chambers Private Wealth Management, LLC Vanguard Growth ETF Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 46,409 shares of VUG stock, worth $18.2 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
46,409
Previous 45,612
1.75%
Holding current value
$18.2 Million
Previous $12.4 Million
16.16%
% of portfolio
3.51%
Previous 3.33%
Shares
21 transactions
Others Institutions Holding VUG
# of Institutions
2,199Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.5 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.24 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.19 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.51 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.3 Billion1.1% of portfolio