Encompass Wealth Advisors, LLC Vanguard Growth ETF Transaction History

Encompass Wealth Advisors, LLC

$269 Million
Q2 2025

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 2,838 shares of VUG stock, worth $1.37 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

2,838

Previous 2,841 0.11%

Holding current value

$1.37 Million

Previous $1.05 Million 18.14%

% of portfolio

0.46%

Previous 0.43%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$329.49 - $438.4 $988 - $1,315	-3 Reduced 0.11%	2,838 $1.24 Million
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

2,764

Shares Held

281M

Call Options Held

361K

Put Options Held

468K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Encompass Wealth Advisors, LLC Vanguard Growth ETF Transaction History