Capital Advisors Wealth Management, LLC Vanguard Growth ETF Transaction History

Capital Advisors Wealth Management, LLC

  • $538 Million
  • Q3 2024

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 1,486 shares of VUG stock, worth $600,388. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,486
Previous 1,317 12.83%
Holding current value
$600,388
Previous $492,000 15.85%
% of portfolio
0.11%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,373
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

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