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 $33.4 Million. This represents 14.49% of its overall portfolio holdings.
Number of Shares
79,996
Previous 80,068
0.09%
Holding current value
$33.4 Million
Previous $32.9 Million
9.73%
% of portfolio
14.49%
Previous 16.13%
Shares
14 transactions
Others Institutions Holding VUG
# of Institutions
2,681Shares Held
268MCall Options Held
319KPut Options Held
305K-
Bank Of America Corp Charlotte, NC48.5MShares$20.3 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$13.5 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$5.85 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.36 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.05 Billion5.82% of portfolio