A detailed history of Intercontinental Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 3,521 shares of VUG stock, worth $1.42 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,521
Previous 3,545 0.68%
Holding current value
$1.42 Million
Previous $884,000 12.67%
% of portfolio
0.24%
Previous 0.23%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

SELL
$243.06 - $282.96 $5,833 - $6,791
-24 Reduced 0.68%
3,521 $996,000
Q1 2023

May 03, 2023

SELL
$209.25 - $249.44 $55,660 - $66,351
-266 Reduced 6.98%
3,545 $884,000
Q4 2022

Feb 13, 2023

BUY
$208.44 - $233.81 $8,337 - $9,352
40 Added 1.06%
3,811 $812,000
Q3 2022

Nov 10, 2022

BUY
$213.95 - $266.28 $444,802 - $553,596
2,079 Added 122.87%
3,771 $807,000
Q2 2022

Aug 05, 2022

BUY
$214.97 - $293.87 $9,888 - $13,518
46 Added 2.79%
1,692 $377,000
Q1 2022

May 09, 2022

BUY
$254.37 - $323.09 $115,738 - $147,005
455 Added 38.2%
1,646 $473,000
Q4 2021

Feb 08, 2022

BUY
$287.0 - $325.67 $38,745 - $43,965
135 Added 12.78%
1,191 $382,000
Q3 2021

Nov 12, 2021

SELL
$286.49 - $308.98 $52,427 - $56,543
-183 Reduced 14.77%
1,056 $306,000
Q2 2021

Aug 06, 2021

BUY
$257.69 - $287.23 $48,703 - $54,286
189 Added 18.0%
1,239 $355,000
Q1 2021

May 14, 2021

BUY
$243.15 - $268.9 $24,315 - $26,889
100 Added 10.53%
1,050 $270,000
Q3 2020

Mar 10, 2021

SELL
$204.41 - $245.48 $4,088 - $4,909
-20 Reduced 2.06%
950 $216,000
Q2 2020

Jan 19, 2021

BUY
$149.64 - $204.01 $145,150 - $197,889
970 New
970 $158,000
Q1 2020

Jan 19, 2021

SELL
$137.53 - $201.6 $133,404 - $195,552
-970 Closed
0 $0
Q2 2019

Aug 02, 2019

BUY
N/A
970 New
970 $158,000
Q1 2019

May 08, 2019

SELL
N/A
-101 Closed
0 $0
Q4 2018

Jan 31, 2019

BUY
N/A
101 New
101 $14,000
Q3 2016

Mar 12, 2018

SELL
N/A
-7,323 Closed
0 $0
Q4 2015

Mar 09, 2018

BUY
N/A
7,323
7,323 $779,000

Others Institutions Holding VUG

About VANGUARD GROWTH ETF


  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Intercontinental Wealth Advisors, LLC Portfolio

Follow Intercontinental Wealth Advisors, 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 Intercontinental Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.