Powell Investment Advisors, LLC Vanguard Growth ETF Transaction History

Powell Investment Advisors, LLC

$211 Million
Q3 2024

A detailed history of Powell Investment Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 4,911 shares of VUG stock, worth $1.98 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

4,911

Previous 4,908 0.06%

Holding current value

$1.98 Million

Previous $1.84 Million 2.72%

% of portfolio

0.89%

Previous 0.96%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$341.08 - $391.94 $1,023 - $1,175	3 Added 0.06%	4,911 $1.89 Million
Q2 2024 Jul 30, 2024	BUY	$322.46 - $377.11 $165,099 - $193,080	512 Added 11.65%	4,908 $1.84 Million
Q1 2024 Apr 15, 2024	BUY	$301.05 - $346.61 $602 - $693	2 Added 0.05%	4,396 $1.51 Million
Q4 2023 Jan 31, 2024	SELL	$261.54 - $312.16 $178,370 - $212,893	-682 Reduced 13.44%	4,394 $1.37 Million
Q3 2023 Oct 16, 2023	BUY	$269.56 - $293.5 $101,624 - $110,649	377 Added 8.02%	5,076 $1.38 Million
Q2 2023 Aug 02, 2023	BUY	$243.06 - $282.96 $486 - $565	2 Added 0.04%	4,699 $1.33 Million
Q1 2023 May 10, 2023	BUY	$209.25 - $249.44 $627 - $748	3 Added 0.06%	4,697 $1.17 Million
Q4 2022 Feb 14, 2023	BUY	$208.44 - $233.81 $978,417 - $1.1 Million	4,694 New	4,694 $1 Million

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

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Powell Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Powell Investment Advisors, LLC with notifications on news.

Account

Powell Investment Advisors, LLC Vanguard Growth ETF Transaction History