Phillips Financial Management, LLC Vanguard Growth ETF Transaction History

Phillips Financial Management, LLC

  • $1.24 Billion
  • Q1 2025

A detailed history of Phillips Financial Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,275 shares of VUG stock, worth $526,753. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,275
Previous 643 98.29%
Holding current value
$526,753
Previous $263,000 79.47%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Apr 30, 2025
BUY
$369.1 - $427.61 $233,271 - $270,249
632 Added 98.29%
1,275 $472,000
Q4 2024

Feb 10, 2025
SELL
$378.79 - $428.11 $3,030 - $3,424
-8 Reduced 1.23%
643 $263,000
Q3 2024

Nov 07, 2024
SELL
$341.08 - $391.94 $6,821 - $7,838
-20 Reduced 2.98%
651 $249,000
Q2 2024

Aug 08, 2024
BUY
$322.46 - $377.11 $9,028 - $10,559
28 Added 4.35%
671 $250,000
Q3 2023

Nov 09, 2023
SELL
$269.56 - $293.5 $10,512 - $11,446
-39 Reduced 5.72%
643 $175,000
Q2 2023

Aug 11, 2023
BUY
$243.06 - $282.96 $9,479 - $11,035
39 Added 6.07%
682 $192,000
Q3 2022

Nov 08, 2022
BUY
$213.95 - $266.28 $137,569 - $171,218
643 New
643 $138,000

Others Institutions Holding VUG

# of Institutions
2,678
Shares Held
268M
Call Options Held
319K
Put Options Held
305K
View Full List

About VANGUARD GROWTH ETF

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