Vista Wealth Management Group, LLC Vanguard Growth ETF Transaction History
Vista Wealth Management Group, LLC
- $1.49 Billion
- Q4 2024
A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 1,209 shares of VUG stock, worth $469,950. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,209
Previous 1,209
-0.0%
Holding current value
$469,950
Previous $464,000
6.9%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,667Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.9 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.1 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.41 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.19 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.95 Billion6.58% of portfolio