Wealth Plan Partners, LLC Vanguard Growth ETF Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,601 shares of VUG stock, worth $665,871. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,601

Previous 1,601 -0.0%

Holding current value

$665,871

Previous $599 Million 2.65%

% of portfolio

0.08%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$322.46 - $377.11 $252,163 - $294,900	782 Added 95.48%	1,601 $599 Million
Q1 2024 May 07, 2024	SELL	$301.05 - $346.61 $16,256 - $18,716	-54 Reduced 6.19%	819 $282 Million
Q4 2023 Jan 05, 2024	SELL	$261.54 - $312.16 $14,646 - $17,480	-56 Reduced 6.03%	873 $271 Million
Q3 2023 Nov 01, 2023	BUY	$269.56 - $293.5 $30,460 - $33,165	113 Added 13.85%	929 $253 Million
Q2 2023 Jul 31, 2023	SELL	$243.06 - $282.96 $13,854 - $16,128	-57 Reduced 6.53%	816 $231 Million
Q1 2023 May 10, 2023	SELL	$209.25 - $249.44 $88,512 - $105,513	-423 Reduced 32.64%	873 $218 Million
Q4 2022 Feb 16, 2023	SELL	$208.44 - $233.81 $333,087 - $373,628	-1,598 Reduced 55.22%	1,296 $315 Million
Q1 2022 May 03, 2022	SELL	$254.37 - $323.09 $31,033 - $39,416	-122 Reduced 4.05%	2,894 $725,000
Q4 2021 Feb 01, 2022	BUY	$287.0 - $325.67 $93,275 - $105,842	325 Added 12.08%	3,016 $877,000
Q3 2021 Dec 09, 2021	BUY	$286.49 - $308.98 $99,698 - $107,525	348 Added 14.85%	2,691 $0
Q2 2021 Aug 19, 2021	SELL	$257.69 - $287.23 $19,584 - $21,829	-76 Reduced 3.14%	2,343 $695,000
Q1 2021 May 11, 2021	SELL	$243.15 - $268.9 $26,503 - $29,310	-109 Reduced 4.31%	2,419 $651,000
Q4 2020 Feb 09, 2021	BUY	$220.77 - $253.46 $76,386 - $87,697	346 Added 15.86%	2,528 $667,000
Q3 2020 Dec 18, 2020	BUY	$204.41 - $245.48 $39,655 - $47,623	194 Added 9.76%	2,182 $516,000
Q2 2020 Aug 19, 2020	BUY	$149.64 - $204.01 $65,392 - $89,152	437 Added 28.18%	1,988 $444,000
Q2 2019 Aug 19, 2019	BUY	N/A	1,551 New	1,551 $257,000

Others Institutions Holding VUG

# of Institutions

2,409

Shares Held

242M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Wealth Plan Partners, LLC Vanguard Growth ETF Transaction History