A detailed history of Phoenix Wealth Advisors transactions in Vanguard Growth ETF stock. As of the latest transaction made, Phoenix Wealth Advisors holds 1,906 shares of VUG stock, worth $747,037. This represents 0.4% of its overall portfolio holdings.

Number of Shares
1,906
Previous 2,096 9.06%
Holding current value
$747,037
Previous $651,000 0.77%
% of portfolio
0.4%
Previous 0.45%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
545 Added 42.31%
1,833 $392,000
Q2 2022

Aug 01, 2022

BUY
N/A
501 Added 63.66%
1,288 $287,000
Q2 2021

Jul 23, 2021

BUY
N/A
133 Added 20.34%
787 $230,000
Q1 2021

Apr 12, 2021

BUY
N/A
52 Added 8.64%
654 $171,000
Q4 2020

Feb 05, 2021

BUY
N/A
602 New
602 $153,000

Others Institutions Holding VUG

About VANGUARD GROWTH ETF


  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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