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 $862,791. This represents 0.56% of its overall portfolio holdings.

Number of Shares
1,893
Previous 1,867 1.39%
Holding current value
$862,791
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
2,746
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
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