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 $30.3 Million. This represents 10.59% of its overall portfolio holdings.
Number of Shares
289,018
Previous 177,230
63.08%
Holding current value
$30.3 Million
Previous $11.1 Billion
83.48%
% of portfolio
10.59%
Previous 6.89%
Shares
4 transactions
Others Institutions Holding VONG
# of Institutions
667Shares Held
141MCall Options Held
28.8KPut Options Held
2.3K-
Bank Of America Corp Charlotte, NC30.3MShares$3.17 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.09 Billion6.73% of portfolio
-
Morgan Stanley New York, NY6.22MShares$653 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.17MShares$543 Million0.23% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.66MShares$489 Million1.35% of portfolio