Insight Wealth Strategies, LLC Vanguard Growth ETF Transaction History

Insight Wealth Strategies, LLC

$725 Million
Q1 2025

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 1,097 shares of VUG stock, worth $406,361. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,097

Previous 1,096 0.09%

Holding current value

$406,361

Previous $449,000 9.58%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 03, 2025	BUY	$369.1 - $427.61 $369 - $427	1 Added 0.09%	1,097 $406,000
Q4 2024 Jan 06, 2025	SELL	$378.79 - $428.11 $6,818 - $7,705	-18 Reduced 1.62%	1,096 $449,000
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

# of Institutions

2,681

Shares Held

263M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Insight Wealth Strategies, LLC Vanguard Growth ETF Transaction History