Investmark Advisory Group LLC Vanguard Growth ETF Transaction History

Investmark Advisory Group LLC

  • $202 Million
  • Q3 2024

A detailed history of Investmark Advisory Group LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Investmark Advisory Group LLC holds 2,366 shares of VUG stock, worth $966,794. This represents 0.45% of its overall portfolio holdings.

Number of Shares
2,366
Previous 2,343 0.98%
Holding current value
$966,794
Previous $876,000 3.65%
% of portfolio
0.45%
Previous 0.48%

Shares

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

Nov 14, 2024
BUY
$341.08 - $391.94 $7,844 - $9,014
23 Added 0.98%
2,366 $908,000
Q2 2024

Aug 14, 2024
SELL
$322.46 - $377.11 $4,836 - $5,656
-15 Reduced 0.64%
2,343 $876,000
Q1 2024

May 17, 2024
BUY
$301.05 - $346.61 $2,107 - $2,426
7 Added 0.3%
2,358 $811,000
Q4 2023

Feb 14, 2024
SELL
$261.54 - $312.16 $87,092 - $103,949
-333 Reduced 12.41%
2,351 $730,000
Q2 2023

Aug 14, 2023
BUY
$243.06 - $282.96 $7,534 - $8,771
31 Added 1.17%
2,684 $759,000
Q1 2023

May 15, 2023
BUY
$209.25 - $249.44 $33,480 - $39,910
160 Added 6.42%
2,653 $661,000
Q4 2022

Jan 24, 2023
BUY
$208.44 - $233.81 $158,205 - $177,461
759 Added 43.77%
2,493 $0
Q3 2022

Nov 14, 2022
BUY
$213.95 - $266.28 $87,291 - $108,642
408 Added 30.77%
1,734 $371,000
Q2 2022

Jul 15, 2022
BUY
$214.97 - $293.87 $21,067 - $28,799
98 Added 7.98%
1,326 $295,000
Q1 2022

May 03, 2022
BUY
$254.37 - $323.09 $7,885 - $10,015
31 Added 2.59%
1,228 $353,000
Q4 2021

May 03, 2022
BUY
$287.0 - $325.67 $343,539 - $389,826
1,197 New
1,197 $384,000

Others Institutions Holding VUG

# of Institutions
2,367
Shares Held
240M
Call Options Held
194K
Put Options Held
147K
View Full List

About VANGUARD GROWTH ETF

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

Track Investmark Advisory Group LLC Portfolio

Follow Investmark Advisory Group 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 Investmark Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investmark Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email