Modern Wealth Management, LLC Vanguard Growth ETF Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,300 shares of VUG stock, worth $1.56 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,300
Previous 2,710 21.77%
Holding current value
$1.56 Million
Previous $1 Million 44.02%
% of portfolio
0.04%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$329.49 - $438.4 $194,399 - $258,656
590 Added 21.77%
3,300 $1.45 Million
Q1 2025

May 15, 2025
BUY
$369.1 - $427.61 $44,292 - $51,313
120 Added 4.63%
2,710 $1 Billion
Q4 2024

May 30, 2025
SELL
$378.79 - $428.11 $76,515 - $86,478
-202 Reduced 7.45%
2,508 $1.03 Million
Q4 2024

May 29, 2025
SELL
$378.79 - $428.11 $78,030 - $88,190
-206 Reduced 7.6%
2,504 $1.03 Million
Q4 2024

Feb 11, 2025
BUY
$378.79 - $428.11 $314,774 - $355,759
831 Added 47.24%
2,590 $1.09 Billion
Q3 2024

May 30, 2025
SELL
$341.08 - $391.94 $331,188 - $380,573
-971 Reduced 35.83%
1,739 $667,000
Q3 2024

May 29, 2025
SELL
$341.08 - $391.94 $332,553 - $382,141
-975 Reduced 35.98%
1,735 $666,000
Q3 2024

Nov 05, 2024
BUY
$341.08 - $391.94 $69,580 - $79,955
204 Added 13.12%
1,759 $675 Million
Q2 2024

May 29, 2025
SELL
$322.46 - $377.11 $378,568 - $442,727
-1,174 Reduced 43.32%
1,536 $574,000
Q2 2024

Aug 07, 2024
BUY
$322.46 - $377.11 $113,505 - $132,742
352 Added 29.26%
1,555 $586 Million
Q1 2024

May 28, 2025
SELL
$301.05 - $346.61 $496,431 - $571,559
-1,649 Reduced 60.85%
1,061 $365 Million
Q1 2024

May 13, 2024
BUY
$301.05 - $346.61 $362,163 - $416,971
1,203 New
1,203 $414 Million

Others Institutions Holding VUG

# of Institutions
2,765
Shares Held
282M
Call Options Held
361K
Put Options Held
468K
View Full List

About VANGUARD GROWTH ETF

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