Websterrogers Financial Advisors, LLC Vanguard Growth ETF Transaction History
Websterrogers Financial Advisors, LLC
- $274 Million
- Q1 2024
A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 62,870 shares of VUG stock, worth $23.5 Million. This represents 7.91% of its overall portfolio holdings.
Number of Shares
62,870
Previous 30,928
103.28%
Holding current value
$23.5 Million
Previous $9.61 Million
125.08%
% of portfolio
7.91%
Previous 4.13%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,193Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$15.8 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$6.91 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$4.96 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.35 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.15 Billion1.1% of portfolio