Certus Wealth Management, LLC Vanguard Growth ETF Transaction History

Certus Wealth Management, LLC

  • $127 Million
  • Q1 2024

A detailed history of Certus Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 8,362 shares of VUG stock, worth $3.24 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
8,362
Previous 10,045 16.75%
Holding current value
$3.24 Million
Previous $3.12 Million 7.82%
% of portfolio
2.27%
Previous 2.66%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$301.05 - $346.61 $506,667 - $583,344
-1,683 Reduced 16.75%
8,362 $2.88 Million
Q4 2023

Feb 09, 2024
BUY
$261.54 - $312.16 $117,431 - $140,159
449 Added 4.68%
10,045 $3.12 Million
Q3 2023

Nov 02, 2023
BUY
$269.56 - $293.5 $866,365 - $943,309
3,214 Added 50.36%
9,596 $2.61 Million
Q2 2023

Aug 10, 2023
BUY
$243.06 - $282.96 $1.55 Million - $1.81 Million
6,382 New
6,382 $1.81 Billion

Others Institutions Holding VUG

# of Institutions
2,197
Shares Held
221M
Call Options Held
174K
Put Options Held
57.1K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Certus Wealth Management, LLC Portfolio

Follow Certus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Certus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Certus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email