Willner & Heller, LLC Vanguard Growth ETF Transaction History
Willner & Heller, LLC
- $87.7 Million
- Q4 2023
A detailed history of Willner & Heller, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Willner & Heller, LLC holds 2,384 shares of VUG stock, worth $934,384. This represents 0.84% of its overall portfolio holdings.
Number of Shares
2,384
Previous 2,358
1.1%
Holding current value
$934,384
Previous $502,000
47.61%
% of portfolio
0.84%
Previous 0.72%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,199Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.5 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.24 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.19 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.51 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.3 Billion1.1% of portfolio