Forbes Financial Planning, Inc. Vanguard Growth ETF Transaction History

Forbes Financial Planning, Inc.

$142 Million
Q3 2025

A detailed history of Forbes Financial Planning, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 877 shares of VUG stock, worth $424,047. This represents 0.3% of its overall portfolio holdings.

Number of Shares

877

Previous 877 -0.0%

Holding current value

$424,047

Previous $384,000 9.38%

% of portfolio

0.3%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$329.49 - $438.4 $51,400 - $68,390	-156 Reduced 15.1%	877 $384,000
Q1 2025 May 08, 2025	BUY	$369.1 - $427.61 $21,776 - $25,228	59 Added 6.06%	1,033 $383,000
Q4 2024 Feb 10, 2025	SELL	$378.79 - $428.11 $3,030 - $3,424	-8 Reduced 0.81%	974 $399,000
Q1 2024 Apr 29, 2024	BUY	$301.05 - $346.61 $20,471 - $23,569	68 Added 7.44%	982 $338,000
Q1 2023 May 04, 2023	BUY	$209.25 - $249.44 $191,254 - $227,988	914 New	914 $227,000

Q4 2021 Feb 18, 2022	BUY	$287.0 - $325.67 $262,318 - $297,662	914 New	914 $294,000

Others Institutions Holding VUG

# of Institutions

2,912

Shares Held

277M

Call Options Held

345K

Put Options Held

178K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forbes Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Forbes Financial Planning, Inc. with notifications on news.

Account

Forbes Financial Planning, Inc. Vanguard Growth ETF Transaction History