Investments & Financial Planning, LLC Vanguard Growth ETF Transaction History

Investments & Financial Planning, LLC

  • $158 Million
  • Q3 2024

A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 4,074 shares of VUG stock, worth $1.64 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
4,074
Previous 4,272 4.63%
Holding current value
$1.64 Million
Previous $1.6 Million 2.07%
% of portfolio
0.99%
Previous 1.07%

Shares

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

Oct 15, 2024
SELL
$341.08 - $391.94 $67,533 - $77,604
-198 Reduced 4.63%
4,074 $1.56 Million
Q2 2024

Jul 18, 2024
SELL
$322.46 - $377.11 $1,612 - $1,885
-5 Reduced 0.12%
4,272 $1.6 Million
Q1 2024

May 03, 2024
SELL
$301.05 - $346.61 $77,971 - $89,771
-259 Reduced 5.71%
4,277 $1.47 Million
Q4 2023

Jan 18, 2024
SELL
$261.54 - $312.16 $30,338 - $36,210
-116 Reduced 2.49%
4,536 $1.41 Million
Q3 2023

Oct 18, 2023
SELL
$269.56 - $293.5 $24,260 - $26,415
-90 Reduced 1.9%
4,652 $1.27 Million
Q2 2023

Jul 18, 2023
SELL
$243.06 - $282.96 $5,104 - $5,942
-21 Reduced 0.44%
4,742 $1.34 Million
Q1 2023

May 02, 2023
BUY
$209.25 - $249.44 $1,046 - $1,247
5 Added 0.11%
4,763 $1.19 Million
Q4 2022

Feb 28, 2023
BUY
$208.44 - $233.81 $3,126 - $3,507
15 Added 0.32%
4,758 $1.01 Million
Q2 2022

Aug 11, 2022
BUY
$214.97 - $293.87 $42,349 - $57,892
197 Added 4.33%
4,743 $1.06 Million
Q1 2022

May 09, 2022
BUY
$254.37 - $323.09 $2,543 - $3,230
10 Added 0.22%
4,546 $1.31 Million
Q4 2021

Feb 11, 2022
BUY
$287.0 - $325.67 $1.3 Million - $1.48 Million
4,536 New
4,536 $1.31 Million

Others Institutions Holding VUG

# of Institutions
2,373
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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