Wealthspan Partners, LLC Vanguard Growth ETF Transaction History
Wealthspan Partners, LLC
- $204 Million
- Q4 2024
A detailed history of Wealthspan Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 80,068 shares of VUG stock, worth $33.6 Million. This represents 16.13% of its overall portfolio holdings.
Number of Shares
80,068
Previous 79,111
1.21%
Holding current value
$33.6 Million
Previous $30.4 Million
8.2%
% of portfolio
16.13%
Previous 15.36%
Shares
13 transactions
Others Institutions Holding VUG
# of Institutions
2,449Shares Held
248MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.4 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.71 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.79 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.47 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.39 Billion6.36% of portfolio