Investments & Financial Planning, LLC Vanguard Growth ETF Transaction History

Investments & Financial Planning, LLC

$162 Million
Q4 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 4,027 shares of VUG stock, worth $1.68 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

4,027

Previous 4,074 1.15%

Holding current value

$1.68 Million

Previous $1.56 Million 5.63%

% of portfolio

1.02%

Previous 0.99%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$378.79 - $428.11 $17,803 - $20,121	-47 Reduced 1.15%	4,027 $1.65 Million
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

2,654

Shares Held

261M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Investments & Financial Planning, LLC Vanguard Growth ETF Transaction History