Copia Wealth Management Vanguard Growth ETF Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Vanguard Growth ETF stock. As of the latest transaction made, Copia Wealth Management holds 1,045 shares of VUG stock, worth $474,670. This represents 0.39% of its overall portfolio holdings.

Number of Shares
1,045
Previous 905 15.47%
Holding current value
$474,670
Previous $336 Million 36.51%
% of portfolio
0.39%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$329.49 - $438.4 $46,128 - $61,376
140 Added 15.47%
1,045 $458 Million
Q1 2025

Apr 17, 2025
SELL
$369.1 - $427.61 $57,579 - $66,707
-156 Reduced 14.7%
905 $336 Million
Q4 2024

Mar 06, 2025
BUY
$378.79 - $428.11 $401,896 - $454,224
1,061 New
1,061 $436 Million

Others Institutions Holding VUG

# of Institutions
2,727
Shares Held
266M
Call Options Held
319K
Put Options Held
315K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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