Dopkins Wealth Management, LLC Vanguard Growth ETF Transaction History

Dopkins Wealth Management, LLC

$190 Million
Q1 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 14,064 shares of VUG stock, worth $5.87 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares

14,064

Previous 14,029 0.25%

Holding current value

$5.87 Million

Previous $5.76 Million 9.43%

% of portfolio

2.75%

Previous 3.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$369.1 - $427.61 $12,918 - $14,966	35 Added 0.25%	14,064 $5.22 Million
Q4 2024 Feb 10, 2025	BUY	$378.79 - $428.11 $442,426 - $500,032	1,168 Added 9.08%	14,029 $5.76 Million
Q3 2024 Nov 06, 2024	SELL	$341.08 - $391.94 $454,659 - $522,456	-1,333 Reduced 9.39%	12,861 $4.94 Million
Q2 2024 Jul 30, 2024	SELL	$322.46 - $377.11 $195,088 - $228,151	-605 Reduced 4.09%	14,194 $5.31 Million
Q1 2024 May 03, 2024	BUY	$301.05 - $346.61 $65,327 - $75,214	217 Added 1.49%	14,799 $5.09 Million
Q4 2023 Jan 25, 2024	BUY	$261.54 - $312.16 $8,630 - $10,301	33 Added 0.23%	14,582 $4.53 Million
Q2 2023 Aug 07, 2023	BUY	$243.06 - $282.96 $245,976 - $286,355	1,012 Added 7.48%	14,549 $4.12 Million
Q1 2023 May 05, 2023	SELL	$209.25 - $249.44 $706,218 - $841,860	-3,375 Reduced 19.96%	13,537 $3.38 Million
Q4 2022 Feb 07, 2023	BUY	$208.44 - $233.81 $3.25 Million - $3.65 Million	15,604 Added 1192.97%	16,912 $3.6 Million
Q4 2021 Jan 18, 2022	BUY	$287.0 - $325.67 $375,396 - $425,976	1,308 New	1,308 $420,000

Others Institutions Holding VUG

# of Institutions

2,681

Shares Held

268M

Call Options Held

319K

Put Options Held

305K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Dopkins Wealth Management, LLC Vanguard Growth ETF Transaction History