Wealth Management Strategies, Inc. Vanguard Growth ETF Transaction History
Wealth Management Strategies, Inc.
- $145 Million
- Q1 2025
A detailed history of Wealth Management Strategies, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 68,101 shares of VUG stock, worth $31 Million. This represents 17.38% of its overall portfolio holdings.
Number of Shares
68,101
Previous 59,668
14.13%
Holding current value
$31 Million
Previous $24.5 Million
3.12%
% of portfolio
17.38%
Previous 19.03%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,752Shares Held
267MCall Options Held
306KPut Options Held
295K-
Bank Of America Corp Charlotte, NC48.5MShares$22.1 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$14.7 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.39 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.7 Billion1.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.33 Billion5.82% of portfolio