Capital Advisors Wealth Management, LLC Vanguard Growth ETF Transaction History

Capital Advisors Wealth Management, LLC

$560 Million
Q1 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,360 shares of VUG stock, worth $561,870. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,360

Previous 1,484 8.36%

Holding current value

$561,870

Previous $609,000 17.24%

% of portfolio

0.09%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$369.1 - $427.61 $45,768 - $53,023	-124 Reduced 8.36%	1,360 $504,000
Q4 2024 Jan 14, 2025	SELL	$378.79 - $428.11 $757 - $856	-2 Reduced 0.13%	1,484 $609,000
Q3 2024 Oct 15, 2024	BUY	$341.08 - $391.94 $57,642 - $66,237	169 Added 12.83%	1,486 $570,000
Q2 2024 Jul 16, 2024	SELL	$322.46 - $377.11 $3,547 - $4,148	-11 Reduced 0.83%	1,317 $492,000
Q1 2024 Apr 12, 2024	SELL	$301.05 - $346.61 $602 - $693	-2 Reduced 0.15%	1,328 $457,000
Q4 2023 Jan 08, 2024	BUY	$261.54 - $312.16 $12,292 - $14,671	47 Added 3.66%	1,330 $413,000
Q3 2023 Oct 10, 2023	BUY	$269.56 - $293.5 $48,520 - $52,830	180 Added 16.32%	1,283 $349,000
Q2 2023 Jul 11, 2023	BUY	$243.06 - $282.96 $268,095 - $312,104	1,103 New	1,103 $312,000

Others Institutions Holding VUG

# of Institutions

2,678

Shares Held

268M

Call Options Held

319K

Put Options Held

305K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Capital Advisors Wealth Management, LLC Vanguard Growth ETF Transaction History