Wellspring Financial Advisors, LLC Vanguard Growth ETF Transaction History
Wellspring Financial Advisors, LLC
- $838 Billion
- Q3 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 944,637 shares of VUG stock, worth $376 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
944,637
Previous 944,783
0.02%
Holding current value
$376 Million
Previous $9.03 Billion
1.75%
% of portfolio
1.1%
Previous 1.23%
Shares
19 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.4 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.21 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.49 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.29 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.21 Billion6.36% of portfolio