Holistic Planning, LLC Vanguard Growth ETF Transaction History

Holistic Planning, LLC

$295 Billion
Q1 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 15,445 shares of VUG stock, worth $6.38 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

15,445

Previous 14,870 3.87%

Holding current value

$6.38 Million

Previous $6.1 Billion 6.16%

% of portfolio

1.94%

Previous 2.21%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$369.1 - $427.61 $212,232 - $245,875	575 Added 3.87%	15,445 $5.73 Billion
Q4 2024 Jan 24, 2025	BUY	$378.79 - $428.11 $353,411 - $399,426	933 Added 6.69%	14,870 $6.1 Billion
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

2,681

Shares Held

268M

Call Options Held

319K

Put Options Held

305K

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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Account

Holistic Planning, LLC Vanguard Growth ETF Transaction History