A detailed history of Copia Wealth Management transactions in Vanguard Growth ETF stock. As of the latest transaction made, Copia Wealth Management holds 905 shares of VUG stock, worth $373,891. This represents 0.31% of its overall portfolio holdings.

Number of Shares
905
Previous 1,061 14.7%
Holding current value
$373,891
Previous $436 Million 22.93%
% of portfolio
0.31%
Previous 0.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025

SELL
$369.1 - $427.61 $57,579 - $66,707
-156 Reduced 14.7%
905 $336 Million
Q4 2024

Mar 06, 2025

BUY
$378.79 - $428.11 $401,896 - $454,224
1,061 New
1,061 $436 Million

Others Institutions Holding VUG

About VANGUARD GROWTH ETF


  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management 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 Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.