Ullmann Wealth Partners Group, LLC Vanguard Growth ETF Transaction History
Ullmann Wealth Partners Group, LLC
- $772 Million
- Q3 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 $765,790. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,833
Previous 1,833
-0.0%
Holding current value
$765,790
Previous $685,000
2.63%
% of portfolio
0.09%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.67 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.77 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.46 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.37 Billion6.36% of portfolio