Balanced Rock Investment Advisor Vanguard Growth ETF Transaction History

Balanced Rock Investment Advisor

  • $125 Billion
  • Q1 2025

A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Growth ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 1,893 shares of VUG stock, worth $869,152. This represents 0.56% of its overall portfolio holdings.

Number of Shares
1,893
Previous 1,867 1.39%
Holding current value
$869,152
Previous $766 Million 8.39%
% of portfolio
0.56%
Previous 0.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$369.1 - $427.61 $9,596 - $11,117
26 Added 1.39%
1,893 $702 Million
Q4 2024

Feb 13, 2025
BUY
$378.79 - $428.11 $21,212 - $23,974
56 Added 3.09%
1,867 $766 Million
Q3 2024

Nov 13, 2024
SELL
$341.08 - $391.94 $30,356 - $34,882
-89 Reduced 4.68%
1,811 $695 Million
Q2 2024

Jul 31, 2024
BUY
$322.46 - $377.11 $152,201 - $177,995
472 Added 33.05%
1,900 $711 Million
Q1 2024

May 13, 2024
BUY
$301.05 - $346.61 $429,899 - $494,959
1,428 New
1,428 $492 Million

Others Institutions Holding VUG

# of Institutions
2,749
Shares Held
267M
Call Options Held
306K
Put Options Held
295K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Balanced Rock Investment Advisor Portfolio

Follow Balanced Rock Investment Advisor and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email