Unique Wealth Strategies, LLC Vanguard Growth ETF Transaction History
Unique Wealth Strategies, LLC
- $213 Billion
- Q2 2024
A detailed history of Unique Wealth Strategies, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 1,917 shares of VUG stock, worth $926,907. This represents 0.31% of its overall portfolio holdings.
Number of Shares
1,917
Previous 1,917
-0.0%
Holding current value
$926,907
Previous $660 Million
-0.0%
% of portfolio
0.31%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,910Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio