Powell Investment Advisors, LLC Vanguard Growth ETF Transaction History

Powell Investment Advisors, LLC

  • $187 Million
  • Q1 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 4,396 shares of VUG stock, worth $1.7 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
4,396
Previous 4,394 0.05%
Holding current value
$1.7 Million
Previous $1.37 Million 10.76%
% of portfolio
0.81%
Previous 0.76%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,198
Shares Held
221M
Call Options Held
174K
Put Options Held
57.1K
View Full List

About VANGUARD GROWTH ETF

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

Track Powell Investment Advisors, LLC Portfolio

Follow Powell Investment Advisors, LLC 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 Powell Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email