Wr Wealth Planners, LLC Vanguard Growth ETF Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,139 shares of VUG stock, worth $459,552. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,139
Previous 1,149
0.87%
Holding current value
$459,552
Previous $429,000
1.86%
% of portfolio
0.13%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.34 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.57 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.34 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.26 Billion6.36% of portfolio