Insight Wealth Strategies, LLC Vanguard Growth ETF Transaction History

Insight Wealth Strategies, LLC

  • $740 Million
  • Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 1,096 shares of VUG stock, worth $466,271. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,096
Previous 1,114 1.62%
Holding current value
$466,271
Previous $427,000 5.15%
% of portfolio
0.06%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 06, 2025
SELL
$378.79 - $428.11 $6,818 - $7,705
-18 Reduced 1.62%
1,096 $449,000
Q3 2024

Oct 07, 2024
SELL
$341.08 - $391.94 $23,875 - $27,435
-70 Reduced 5.91%
1,114 $427,000
Q2 2024

Jul 08, 2024
BUY
$322.46 - $377.11 $15,155 - $17,724
47 Added 4.13%
1,184 $442,000
Q1 2024

Apr 05, 2024
BUY
$301.05 - $346.61 $5,418 - $6,238
18 Added 1.61%
1,137 $391,000
Q4 2023

Jan 12, 2024
SELL
$261.54 - $312.16 $38,446 - $45,887
-147 Reduced 11.61%
1,119 $347,000
Q3 2023

Oct 13, 2023
BUY
$269.56 - $293.5 $45,825 - $49,895
170 Added 15.51%
1,266 $344,000
Q2 2020

Jul 31, 2020
BUY
$149.64 - $204.01 $164,005 - $223,594
1,096 New
1,096 $221,000

Others Institutions Holding VUG

# of Institutions
2,652
Shares Held
261M
Call Options Held
203K
Put Options Held
275K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email