Valley Financial Management, Inc. Vanguard Russell 1000 Growth E Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Valley Financial Management, Inc. holds 289,018 shares of VONG stock, worth $33.2 Million. This represents 10.59% of its overall portfolio holdings.
Number of Shares
289,018
Previous 177,230
63.08%
Holding current value
$33.2 Million
Previous $11.1 Billion
83.48%
% of portfolio
10.59%
Previous 6.89%
Shares
4 transactions
Others Institutions Holding VONG
# of Institutions
811Shares Held
158MCall Options Held
16.5KPut Options Held
6.1K-
Bank Of America Corp Charlotte, NC35.8MShares$4.11 Billion0.27% of portfolio
-
Avantax Advisory Services, Inc.10.1MShares$1.16 Billion6.29% of portfolio
-
Morgan Stanley New York, NY7.92MShares$909 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.31MShares$839 Million0.28% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.79MShares$550 Million1.37% of portfolio