Erts Wealth Advisors, LLC Vanguard S&P 500 Growth ETF Transaction History

Erts Wealth Advisors, LLC

$534 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$262.92 - $306.83 $174,841 - $204,041	665 New	665 $202,000
Q2 2022 Aug 08, 2022	SELL	$209.99 - $280.55 $174,501 - $233,137	-831 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$246.31 - $304.02 $23,645 - $29,185	-96 Reduced 10.36%	831 $229,000
Q4 2021 Feb 15, 2022	SELL	$263.97 - $305.94 $215,135 - $249,341	-815 Reduced 46.79%	927 $280,000
Q3 2021 Oct 13, 2021	BUY	$263.36 - $285.1 $183,035 - $198,144	695 Added 66.38%	1,742 $481,000
Q2 2021 Aug 11, 2021	SELL	$237.87 - $262.72 $1,902 - $2,101	-8 Reduced 0.76%	1,047 $275,000
Q4 2020 Feb 12, 2021	SELL	$202.29 - $230.08 $10,114 - $11,504	-50 Reduced 4.52%	1,055 $243,000
Q3 2020 Nov 13, 2020	SELL	$188.86 - $225.18 $5,099 - $6,079	-27 Reduced 2.39%	1,105 $230,000
Q2 2020 Aug 14, 2020	BUY	$142.38 - $189.44 $161,174 - $214,446	1,132 New	1,132 $212,000
Q1 2020 May 15, 2020	SELL	$129.79 - $189.78 $208,832 - $305,356	-1,609 Closed	0 $0
Q4 2019 Feb 19, 2020	SELL	$157.12 - $175.25 $16,654 - $18,576	-106 Reduced 6.18%	1,609 $281,000
Q4 2019 Feb 12, 2020	BUY	$157.12 - $175.25 $11,784 - $13,143	75 Added 4.57%	1,715 $232,000
Q3 2019 Nov 05, 2019	SELL	$160.85 - $164.46 $12,063 - $12,334	-75 Reduced 4.37%	1,640 $265,000
Q4 2018 Feb 14, 2019	BUY	N/A	1,715 New	1,715 $232,000

Others Institutions Holding VOOG

# of Institutions

538

Shares Held

11.2M

Call Options Held

27K

Put Options Held

31.3K

About VANGUARD S&P 500 GROWTH ETF

Ticker VOOG
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