Lyell Wealth Management, LP Vanguard Growth ETF Transaction History

Lyell Wealth Management, LP

  • $1.1 Billion
  • Q4 2024

A detailed history of Lyell Wealth Management, LP transactions in Vanguard Growth ETF stock. As of the latest transaction made, Lyell Wealth Management, LP holds 526 shares of VUG stock, worth $220,525. This represents 0.02% of its overall portfolio holdings.

Number of Shares
526
Previous 1,169 55.0%
Holding current value
$220,525
Previous $448,000 52.01%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Jan 31, 2025
SELL
$378.79 - $428.11 $243,561 - $275,274
-643 Reduced 55.0%
526 $215,000
Q3 2024

Oct 23, 2024
BUY
$341.08 - $391.94 $26,945 - $30,963
79 Added 7.25%
1,169 $448,000
Q1 2024

May 03, 2024
SELL
$301.05 - $346.61 $21,374 - $24,609
-71 Reduced 6.12%
1,090 $375,000
Q2 2021

Aug 09, 2021
SELL
$257.69 - $287.23 $15,719 - $17,521
-61 Reduced 4.99%
1,161 $333,000
Q1 2021

May 07, 2021
SELL
$243.15 - $268.9 $148,078 - $163,760
-609 Reduced 33.26%
1,222 $314,000
Q4 2020

Feb 04, 2021
SELL
$220.77 - $253.46 $143,500 - $164,749
-650 Reduced 26.2%
1,831 $464,000
Q3 2020

Nov 04, 2020
BUY
$204.41 - $245.48 $242,430 - $291,139
1,186 Added 91.58%
2,481 $565,000
Q3 2019

Nov 06, 2019
SELL
$165.21 - $169.18 $82,605 - $84,590
-500 Reduced 27.86%
1,295 $215,000
Q2 2019

Aug 01, 2019
SELL
N/A
-575 Reduced 24.26%
1,795 $294,000
Q1 2019

May 06, 2019
BUY
N/A
2,370 New
2,370 $372,000

Others Institutions Holding VUG

# of Institutions
2,563
Shares Held
258M
Call Options Held
238K
Put Options Held
95.1K
View Full List

About VANGUARD GROWTH ETF

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