Holistic Planning, LLC Vanguard Growth ETF Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 18,429 shares of VUG stock, worth $8.91 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares

18,429

Previous 18,495 0.36%

Holding current value

$8.91 Million

Previous $8.11 Billion 9.01%

% of portfolio

2.32%

Previous 2.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$433.97 - $484.08 $28,642 - $31,949	-66 Reduced 0.36%	18,429 $8.84 Billion
Q2 2025 Jul 28, 2025	BUY	$329.49 - $438.4 $1 Million - $1.34 Million	3,050 Added 19.75%	18,495 $8.11 Billion
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

2,912

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

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Holistic Planning, LLC Vanguard Growth ETF Transaction History