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 $22.3 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
46,409
Previous 45,612
1.75%
Holding current value
$22.3 Million
Previous $12.4 Million
16.16%
% of portfolio
3.51%
Previous 3.33%
Shares
21 transactions
Others Institutions Holding VUG
# of Institutions
2,764Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.01 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.42 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.91 Billion1.09% of portfolio