Valtinson Bruner Financial Planning LLC Vanguard Growth ETF Transaction History
Valtinson Bruner Financial Planning LLC
- $231 Million
- Q3 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 1,490 shares of VUG stock, worth $592,766. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,490
Previous 600
148.33%
Holding current value
$592,766
Previous $224,000
155.36%
% of portfolio
0.25%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.4 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.21 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.49 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.29 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.21 Billion6.36% of portfolio