Forbes Financial Planning, Inc. Vanguard Growth ETF Transaction History

Forbes Financial Planning, Inc.

$140 Million
Q2 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 $427,177. This represents 0.27% of its overall portfolio holdings.

Number of Shares

877

Previous 1,033 15.1%

Holding current value

$427,177

Previous $383,000 0.26%

% of portfolio

0.27%

Previous 0.29%

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

2,776

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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Forbes Financial Planning, Inc. Vanguard Growth ETF Transaction History