Wealthspan Partners, LLC Vanguard Growth ETF Transaction History
Wealthspan Partners, LLC
- $205 Million
- Q1 2025
A detailed history of Wealthspan Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 79,996 shares of VUG stock, worth $30.3 Million. This represents 14.49% of its overall portfolio holdings.
Number of Shares
79,996
Previous 80,068
0.09%
Holding current value
$30.3 Million
Previous $32.9 Million
9.73%
% of portfolio
14.49%
Previous 16.13%
Shares
14 transactions
Others Institutions Holding VUG
# of Institutions
2,678Shares Held
259MCall 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 Inc8.05MShares$3.04 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.87 Billion6.58% of portfolio