Urban Wealth Management, LLC Vanguard Growth ETF Transaction History

Urban Wealth Management, LLC

$29.7 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	N/A	-1,584 Closed	0 $0
Q4 2020 Feb 17, 2021	BUY	N/A	1,584 New	1,584 $401,000

Others Institutions Holding VUG

# of Institutions

2,195

Shares Held

221M

Call Options Held

174K

Put Options Held

57.1K

Bank Of America Corp Charlotte, NC

42.1M
Shares

$16.1 Billion
1.37% of portfolio
Jones Financial Companies Lllp

18.5M
Shares

$7.08 Billion
8.67% of portfolio
Morgan Stanley New York, NY

13.3M
Shares

$5.07 Billion
0.37% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.95M
Shares

$3.42 Billion
6.95% of portfolio
Envestnet Asset Management Inc

8.42M
Shares

$3.22 Billion
1.1% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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