Certus Wealth Management, LLC Vanguard Growth ETF Transaction History

Certus Wealth Management, LLC

$144 Million
Q4 2024

A detailed history of Certus Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 24,985 shares of VUG stock, worth $10.5 Million. This represents 7.12% of its overall portfolio holdings.

Number of Shares

24,985

Previous 25,117 0.53%

Holding current value

$10.5 Million

Previous $9.64 Million 6.34%

% of portfolio

7.12%

Previous 6.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$378.79 - $428.11 $50,000 - $56,510	-132 Reduced 0.53%	24,985 $10.3 Million
Q3 2024 Nov 12, 2024	SELL	$341.08 - $391.94 $118,354 - $136,003	-347 Reduced 1.36%	25,117 $9.64 Million
Q2 2024 Aug 02, 2024	BUY	$322.46 - $377.11 $5.51 Million - $6.45 Million	17,102 Added 204.52%	25,464 $9.52 Million
Q1 2024 May 06, 2024	SELL	$301.05 - $346.61 $506,667 - $583,344	-1,683 Reduced 16.75%	8,362 $2.88 Million
Q4 2023 Feb 09, 2024	BUY	$261.54 - $312.16 $117,431 - $140,159	449 Added 4.68%	10,045 $3.12 Million
Q3 2023 Nov 02, 2023	BUY	$269.56 - $293.5 $866,365 - $943,309	3,214 Added 50.36%	9,596 $2.61 Million
Q2 2023 Aug 10, 2023	BUY	$243.06 - $282.96 $1.55 Million - $1.81 Million	6,382 New	6,382 $1.81 Billion

Others Institutions Holding VUG

# of Institutions

2,549

Shares Held

258M

Call Options Held

238K

Put Options Held

95.1K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Certus Wealth Management, LLC Vanguard Growth ETF Transaction History