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 $455,417. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,139
Previous 1,149
0.87%
Holding current value
$455,417
Previous $429,000
1.86%
% of portfolio
0.13%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding VUG
# of Institutions
2,323Shares Held
243MCall Options Held
196KPut Options Held
135K-
Bank Of America Corp Charlotte, NC43.1MShares$17.2 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$9.18 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.44 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.44 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.31 Billion1.05% of portfolio