Planwiser Financial, LLC Vanguard Growth ETF Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Planwiser Financial, LLC holds 11,341 shares of VUG stock, worth $5.48 Million. This represents 4.52% of its overall portfolio holdings.

Number of Shares
11,341
Previous 11,864 4.41%
Holding current value
$5.48 Million
Previous $5.41 Billion 5.21%
% of portfolio
4.52%
Previous 4.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$433.97 - $484.08 $226,966 - $253,173
-523 Reduced 4.41%
11,341 $5.69 Billion
Q2 2025

Aug 13, 2025
BUY
$329.49 - $438.4 $74,464 - $99,078
226 Added 1.94%
11,864 $5.41 Billion
Q1 2025

May 08, 2025
BUY
$369.1 - $427.61 $4.3 Million - $4.98 Million
11,638 New
11,638 $4.48 Billion

Others Institutions Holding VUG

# of Institutions
2,914
Shares Held
277M
Call Options Held
345K
Put Options Held
186K
View Full List

About VANGUARD GROWTH ETF

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