Holistic Planning, LLC Vanguard Growth ETF Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 13,937 shares of VUG stock, worth $5.57 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
13,937
Previous 9,780 42.51%
Holding current value
$5.57 Million
Previous $3.37 Billion 58.96%
% of portfolio
2.26%
Previous 2.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$341.08 - $391.94 $1.42 Million - $1.63 Million
4,157 Added 42.51%
13,937 $5.35 Billion
Q1 2024

May 01, 2024
SELL
$301.05 - $346.61 $113,495 - $130,671
-377 Reduced 3.71%
9,780 $3.37 Billion
Q4 2023

Feb 14, 2024
BUY
$261.54 - $312.16 $2.66 Million - $3.17 Million
10,157 New
10,157 $3.16 Billion

Others Institutions Holding VUG

# of Institutions
2,317
Shares Held
243M
Call Options Held
196K
Put Options Held
135K
View Full List

About VANGUARD GROWTH ETF

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