Ullmann Wealth Partners Group, LLC Vanguard Growth ETF Transaction History
Ullmann Wealth Partners Group, LLC
- $672 Million
- Q1 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 1,792 shares of VUG stock, worth $685,923. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,792
Previous 1,496
19.79%
Holding current value
$685,923
Previous $465,000
32.47%
% of portfolio
0.09%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding VUG
# of Institutions
2,195Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.1 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.08 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.07 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.42 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.22 Billion1.1% of portfolio