Phoenix Wealth Advisors Vanguard Growth ETF Transaction History

Phoenix Wealth Advisors

  • $215 Million
  • Q3 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 $274,763. This represents 0.12% of its overall portfolio holdings.

Number of Shares
681
Previous 1,346 49.41%
Holding current value
$274,763
Previous $503,000 48.11%
% of portfolio
0.12%
Previous 0.25%

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
2,372
Shares Held
241M
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
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