Wealth Plan Partners, LLC Vanguard Growth ETF Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
A detailed history of Wealth Plan Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 819 shares of VUG stock, worth $309,852. This represents 0.05% of its overall portfolio holdings.
Number of Shares
819
Previous 1,601
48.84%
Holding current value
$309,852
Previous $615 Million
45.31%
% of portfolio
0.05%
Previous 0.08%
Shares
17 transactions
Others Institutions Holding VUG
# of Institutions
2,670Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.4 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.27 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.1 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.87 Billion6.58% of portfolio