Wealthspan Partners, LLC Vanguard Growth ETF Transaction History
Wealthspan Partners, LLC
- $179 Million
- Q2 2024
A detailed history of Wealthspan Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 77,456 shares of VUG stock, worth $29.7 Million. This represents 16.22% of its overall portfolio holdings.
Number of Shares
77,456
Previous 75,431
2.68%
Holding current value
$29.7 Million
Previous $26 Million
11.58%
% of portfolio
16.22%
Previous 15.4%
Shares
11 transactions
Others Institutions Holding VUG
# of Institutions
2,285Shares Held
242MCall Options Held
194KPut Options Held
73.7K-
Bank Of America Corp Charlotte, NC43.1MShares$16.5 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.8 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.22 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.3 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.2 Billion1.11% of portfolio