National Wealth Management Group, LLC Vanguard Growth ETF Transaction History

National Wealth Management Group, LLC

$178 Billion
Q2 2025

A detailed history of National Wealth Management Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 980 shares of VUG stock, worth $472,409. This represents 0.24% of its overall portfolio holdings.

Number of Shares

980

Previous 1,367 28.31%

Holding current value

$472,409

Previous $507 Million 15.25%

% of portfolio

0.24%

Previous 0.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 25, 2025	SELL	$329.49 - $438.4 $127,512 - $169,660	-387 Reduced 28.31%	980 $430 Million
Q1 2025 May 15, 2025	SELL	$369.1 - $427.61 $63,485 - $73,548	-172 Reduced 11.18%	1,367 $507 Million
Q4 2024 Feb 12, 2025	SELL	$378.79 - $428.11 $36,363 - $41,098	-96 Reduced 5.87%	1,539 $632 Million
Q3 2024 Nov 13, 2024	BUY	$341.08 - $391.94 $53,208 - $61,142	156 Added 10.55%	1,635 $628 Million
Q2 2024 Aug 09, 2024	BUY	$322.46 - $377.11 $93,513 - $109,361	290 Added 24.39%	1,479 $553 Million
Q1 2024 May 17, 2024	SELL	$301.05 - $346.61 $19,568 - $22,529	-65 Reduced 5.18%	1,189 $409 Million
Q4 2023 Feb 01, 2024	SELL	$261.54 - $312.16 $8,630 - $10,301	-33 Reduced 2.56%	1,254 $390 Million
Q3 2023 Nov 13, 2023	SELL	$269.56 - $293.5 $22,643 - $24,654	-84 Reduced 6.13%	1,287 $350 Million
Q2 2023 Aug 09, 2023	SELL	$243.06 - $282.96 $6,805 - $7,922	-28 Reduced 2.0%	1,371 $385 Million
Q1 2023 May 15, 2023	BUY	$209.25 - $249.44 $292,740 - $348,966	1,399 New	1,399 $355 Million
Q4 2022 Nov 17, 2023	SELL	$208.44 - $233.81 $35,226 - $39,513	-169 Reduced 7.05%	2,229 $475 Million
Q3 2022 Nov 17, 2023	BUY	$213.95 - $266.28 $237,698 - $295,837	1,111 Added 86.32%	2,398 $513 Million
Q1 2022 Nov 17, 2023	SELL	$254.37 - $323.09 $14,244 - $18,093	-56 Reduced 4.8%	1,110 $319 Million
Q4 2021 Nov 17, 2023	SELL	$287.0 - $325.67 $34,727 - $39,406	-121 Reduced 9.4%	1,166 $374 Million

Others Institutions Holding VUG

# of Institutions

2,808

Shares Held

282M

Call Options Held

361K

Put Options Held

468K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

National Wealth Management Group, LLC Vanguard Growth ETF Transaction History