Ullmann Wealth Partners Group, LLC Vanguard Growth ETF Transaction History
Ullmann Wealth Partners Group, LLC
- $774 Million
- Q4 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 1,833 shares of VUG stock, worth $767,697. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,833
Previous 1,833
-0.0%
Holding current value
$767,697
Previous $703,000
6.97%
% of portfolio
0.1%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding VUG
# of Institutions
2,540Shares Held
257MCall Options Held
238KPut Options Held
95.1K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp28.6MShares$12 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.78 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.47 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.38 Billion6.36% of portfolio