Valtinson Bruner Financial Planning LLC Vanguard Growth ETF Transaction History
Valtinson Bruner Financial Planning LLC
- $242 Million
- Q4 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 1,638 shares of VUG stock, worth $696,854. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,638
Previous 1,490
9.93%
Holding current value
$696,854
Previous $572,000
17.48%
% of portfolio
0.28%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,654Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$18.5 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$12.2 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.92 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.49 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.23 Billion6.58% of portfolio