Phoenix Wealth Advisors Vanguard Growth ETF Transaction History

Phoenix Wealth Advisors

  • $229 Million
  • Q4 2024

A detailed history of Phoenix Wealth Advisors transactions in Vanguard Growth ETF stock. As of the latest transaction made, Phoenix Wealth Advisors holds 681 shares of VUG stock, worth $284,937. This represents 0.12% of its overall portfolio holdings.

Number of Shares
681
Previous 681 -0.0%
Holding current value
$284,937
Previous $261,000 6.9%
% of portfolio
0.12%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$341.08 - $391.94 $226,818 - $260,640
-665 Reduced 49.41%
681 $261,000
Q2 2024

Jul 17, 2024
SELL
$322.46 - $377.11 $180,577 - $211,181
-560 Reduced 29.38%
1,346 $503,000
Q1 2024

Apr 26, 2024
SELL
$301.05 - $346.61 $57,199 - $65,855
-190 Reduced 9.06%
1,906 $656,000
Q3 2023

Nov 06, 2023
BUY
$269.56 - $293.5 $19,677 - $21,425
73 Added 3.61%
2,096 $570,000
Q4 2022

Feb 06, 2023
BUY
$208.44 - $233.81 $39,603 - $44,423
190 Added 10.37%
2,023 $431,000
Q3 2022

Nov 07, 2022
BUY
$213.95 - $266.28 $116,602 - $145,122
545 Added 42.31%
1,833 $392,000
Q2 2022

Aug 01, 2022
BUY
$214.97 - $293.87 $107,699 - $147,228
501 Added 63.66%
1,288 $287,000
Q2 2021

Jul 23, 2021
BUY
$257.69 - $287.23 $34,272 - $38,201
133 Added 20.34%
787 $230,000
Q1 2021

Apr 12, 2021
BUY
$243.15 - $268.9 $12,643 - $13,982
52 Added 8.64%
654 $171,000
Q4 2020

Feb 05, 2021
BUY
$220.77 - $253.46 $132,903 - $152,582
602 New
602 $153,000

Others Institutions Holding VUG

# of Institutions
2,416
Shares Held
242M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

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

Track Phoenix Wealth Advisors Portfolio

Follow Phoenix Wealth Advisors 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 Phoenix Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Phoenix Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email