Baker Tilly Wealth Management, LLC Vanguard Growth ETF Transaction History

Baker Tilly Wealth Management, LLC

$239 Million
Q2 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 1,483 shares of VUG stock, worth $566,980. This represents 0.23% of its overall portfolio holdings.

Number of Shares

1,483

Previous 1,471 0.82%

Holding current value

$566,980

Previous $506,000 9.49%

% of portfolio

0.23%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$322.46 - $377.11 $3,869 - $4,525	12 Added 0.82%	1,483 $554,000
Q1 2024 May 09, 2024	SELL	$301.05 - $346.61 $655,686 - $754,916	-2,178 Reduced 59.69%	1,471 $506,000
Q4 2023 Jan 10, 2024	BUY	$261.54 - $312.16 $503,202 - $600,595	1,924 Added 111.54%	3,649 $1.13 Million
Q3 2023 Oct 10, 2023	SELL	$269.56 - $293.5 $3.61 Million - $3.93 Million	-13,374 Reduced 88.58%	1,725 $469,000
Q2 2023 Jul 20, 2023	BUY	$243.06 - $282.96 $287,539 - $334,741	1,183 Added 8.5%	15,099 $4.27 Million
Q1 2023 Apr 12, 2023	SELL	$209.25 - $249.44 $2.5 Million - $2.98 Million	-11,957 Reduced 46.21%	13,916 $3.47 Million
Q4 2022 Jan 26, 2023	BUY	$208.44 - $233.81 $5.39 Million - $6.05 Million	25,873 New	25,873 $0
Q3 2021 Nov 02, 2021	SELL	$286.49 - $308.98 $352,669 - $380,354	-1,231 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$257.69 - $287.23 $317,216 - $353,580	1,231 New	1,231 $353,000

Others Institutions Holding VUG

# of Institutions

2,285

Shares Held

242M

Call Options Held

194K

Put Options Held

73.7K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Baker Tilly Wealth Management, LLC Vanguard Growth ETF Transaction History