Encompass Wealth Advisors, LLC Vanguard Growth ETF Transaction History

Encompass Wealth Advisors, LLC

  • $245 Million
  • Q4 2024

A detailed history of Encompass Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 2,841 shares of VUG stock, worth $1.1 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
2,841
Previous 859 230.73%
Holding current value
$1.1 Million
Previous $329,000 254.41%
% of portfolio
0.48%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$378.79 - $428.11 $750,761 - $848,514
1,982 Added 230.73%
2,841 $1.17 Million
Q3 2024

Nov 05, 2024
SELL
$341.08 - $391.94 $24,898 - $28,611
-73 Reduced 7.83%
859 $329,000
Q2 2024

Aug 08, 2024
BUY
$322.46 - $377.11 $23,539 - $27,529
73 Added 8.5%
932 $348,000
Q1 2024

May 10, 2024
BUY
$301.05 - $346.61 $258,601 - $297,737
859 New
859 $295,000
Q3 2022

Oct 28, 2022
SELL
$213.95 - $266.28 $29,953 - $37,279
-140 Reduced 11.57%
1,070 $229,000
Q2 2022

Aug 03, 2022
BUY
$214.97 - $293.87 $8,598 - $11,754
40 Added 3.42%
1,210 $270,000
Q1 2022

Apr 28, 2022
BUY
$254.37 - $323.09 $25,437 - $32,308
100 Added 9.35%
1,170 $0
Q4 2021

Jan 20, 2022
SELL
$287.0 - $325.67 $76,629 - $86,953
-267 Reduced 19.97%
1,070 $343,000
Q3 2021

Nov 16, 2021
SELL
$286.49 - $308.98 $103,136 - $111,232
-360 Reduced 21.21%
1,337 $387,000
Q2 2021

Aug 03, 2021
BUY
$257.69 - $287.23 $25,769 - $28,723
100 Added 6.26%
1,697 $486,000
Q1 2021

May 25, 2021
BUY
$243.15 - $268.9 $193,790 - $214,313
797 Added 99.63%
1,597 $429,000
Q4 2020

Mar 09, 2021
SELL
$220.77 - $253.46 $175,953 - $202,007
-797 Reduced 49.91%
800 $203,000
Q4 2020

Mar 09, 2021
BUY
$220.77 - $253.46 $352,569 - $404,775
1,597 New
1,597 $405,000

Others Institutions Holding VUG

# of Institutions
2,668
Shares Held
261M
Call Options Held
203K
Put Options Held
275K
View Full List

About VANGUARD GROWTH ETF

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