A detailed history of Insight Wealth Strategies, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 1,114 shares of VUG stock, worth $465,406. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,114
Previous 1,184 5.91%
Holding current value
$465,406
Previous $442,000 3.39%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$341.08 - $391.94 $23,875 - $27,435
-70 Reduced 5.91%
1,114 $427,000
Q2 2024

Jul 08, 2024

BUY
$322.46 - $377.11 $15,155 - $17,724
47 Added 4.13%
1,184 $442,000
Q1 2024

Apr 05, 2024

BUY
$301.05 - $346.61 $5,418 - $6,238
18 Added 1.61%
1,137 $391,000
Q4 2023

Jan 12, 2024

SELL
$261.54 - $312.16 $38,446 - $45,887
-147 Reduced 11.61%
1,119 $347,000
Q3 2023

Oct 13, 2023

BUY
$269.56 - $293.5 $45,825 - $49,895
170 Added 15.51%
1,266 $344,000
Q2 2020

Jul 31, 2020

BUY
$149.64 - $204.01 $164,005 - $223,594
1,096 New
1,096 $221,000

Others Institutions Holding VUG

About VANGUARD GROWTH ETF


  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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