A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 661 shares of VUG stock, worth $300,246. This represents 0.19% of its overall portfolio holdings.

Number of Shares
661
Previous 741 10.8%
Holding current value
$300,246
Previous $275 Million 5.46%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Jul 22, 2025

SELL
$329.49 - $438.4 $26,359 - $35,072
-80 Reduced 10.8%
661 $290 Million
Q1 2025

May 06, 2025

BUY
$369.1 - $427.61 $273,503 - $316,859
741 New
741 $275 Million

Others Institutions Holding VUG

About VANGUARD GROWTH ETF


  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Next Level Wealth Planning, LLC Portfolio

Follow Next Level Wealth Planning, LLC 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 Next Level Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Next Level Wealth Planning, LLC with notifications on news.