West Financial Advisors, LLC Vanguard Growth ETF Transaction History
West Financial Advisors, LLC
- $518 Million
- Q3 2024
A detailed history of West Financial Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 5,165 shares of VUG stock, worth $2.16 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
5,165
Previous 5,189
0.46%
Holding current value
$2.16 Million
Previous $1.94 Million
2.16%
% of portfolio
0.38%
Previous 0.4%
Shares
15 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.67 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.77 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.46 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.37 Billion6.36% of portfolio