Marshall & Sterling Wealth Advisors Inc. Vanguard Growth ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 14,232 shares of VUG stock, worth $6.49 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares
14,232
Previous 18,844 24.47%
Holding current value
$6.49 Million
Previous $7.73 Billion 31.7%
% of portfolio
3.59%
Previous 5.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$369.1 - $427.61 $1.7 Million - $1.97 Million
-4,612 Reduced 24.47%
14,232 $5.28 Billion
Q4 2024

Feb 14, 2025
BUY
$378.79 - $428.11 $7.14 Million - $8.07 Million
18,844 New
18,844 $7.73 Billion

Others Institutions Holding VUG

# of Institutions
2,746
Shares Held
267M
Call Options Held
306K
Put Options Held
295K
View Full List

About VANGUARD GROWTH ETF

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

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. 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 Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email