Concord Wealth Partners Vanguard Growth ETF Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

A detailed history of Concord Wealth Partners transactions in Vanguard Growth ETF stock. As of the latest transaction made, Concord Wealth Partners holds 102 shares of VUG stock, worth $42,719. This represents 0.01% of its overall portfolio holdings.

Number of Shares

102

Previous 102 -0.0%

Holding current value

$42,719

Previous $39,000 5.13%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$301.05 - $346.61 $42,448 - $48,872	-141 Reduced 58.02%	102 $35,000
Q3 2023 Oct 25, 2023	BUY	$269.56 - $293.5 $23,182 - $25,241	86 Added 54.78%	243 $66,000
Q2 2023 Aug 07, 2023	SELL	$243.06 - $282.96 $18,229 - $21,222	-75 Reduced 32.33%	157 $44,000
Q4 2022 Jan 27, 2023	BUY	$208.44 - $233.81 $48,358 - $54,243	232 New	232 $49,000
Q2 2022 Aug 04, 2022	BUY	$214.97 - $293.87 $644 - $881	3 Added 0.59%	511 $114,000
Q1 2022 Apr 20, 2022	BUY	$254.37 - $323.09 $39,681 - $50,402	156 Added 44.32%	508 $146,000
Q4 2021 Jan 21, 2022	BUY	$287.0 - $325.67 $101,024 - $114,635	352 New	352 $113,000
Q3 2021 Nov 09, 2021	SELL	$286.49 - $308.98 $117,460 - $126,681	-410 Closed	0 $0
Q1 2021 May 13, 2021	SELL	$243.15 - $268.9 $12,157 - $13,444	-50 Reduced 10.87%	410 $105,000
Q4 2020 Feb 16, 2021	BUY	$220.77 - $253.46 $101,554 - $116,591	460 New	460 $117,000

Others Institutions Holding VUG

# of Institutions

2,540

Shares Held

257M

Call Options Held

238K

Put Options Held

95.1K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Concord Wealth Partners Vanguard Growth ETF Transaction History