River Wealth Advisors LLC Vanguard Growth ETF Transaction History

River Wealth Advisors LLC

$697 Million
Q1 2025

A detailed history of River Wealth Advisors LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, River Wealth Advisors LLC holds 2,007 shares of VUG stock, worth $829,171. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,007

Previous 1,988 0.96%

Holding current value

$829,171

Previous $815,000 8.71%

% of portfolio

0.11%

Previous 0.11%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$369.1 - $427.61 $7,012 - $8,124	19 Added 0.96%	2,007 $744,000
Q4 2024 Feb 13, 2025	SELL	$378.79 - $428.11 $8,333 - $9,418	-22 Reduced 1.09%	1,988 $815,000
Q3 2024 Nov 12, 2024	BUY	$341.08 - $391.94 $365,637 - $420,159	1,072 Added 114.29%	2,010 $771,000
Q1 2024 May 14, 2024	BUY	$301.05 - $346.61 $70,445 - $81,106	234 Added 33.24%	938 $322,000
Q4 2023 Feb 13, 2024	BUY	$261.54 - $312.16 $184,124 - $219,760	704 New	704 $218,000
Q1 2023 May 11, 2023	SELL	$209.25 - $249.44 $31,387 - $37,416	-150 Reduced 12.76%	1,026 $255,000
Q4 2022 Feb 10, 2023	SELL	$208.44 - $233.81 $30,849 - $34,603	-148 Reduced 11.18%	1,176 $250,000
Q3 2022 Nov 14, 2022	BUY	$213.95 - $266.28 $19,897 - $24,764	93 Added 7.55%	1,324 $283,000
Q1 2022 May 09, 2022	BUY	$254.37 - $323.09 $508 - $646	2 Added 0.16%	1,231 $354,000
Q4 2021 Feb 11, 2022	SELL	$287.0 - $325.67 $61,705 - $70,019	-215 Reduced 14.89%	1,229 $394,000
Q3 2021 Nov 12, 2021	BUY	$286.49 - $308.98 $11,746 - $12,668	41 Added 2.92%	1,444 $419,000
Q2 2021 Aug 06, 2021	BUY	$257.69 - $287.23 $32,211 - $35,903	125 Added 9.78%	1,403 $402,000
Q1 2021 May 11, 2021	BUY	$243.15 - $268.9 $48,630 - $53,779	200 Added 18.55%	1,278 $328,000
Q4 2020 Feb 16, 2021	BUY	$220.77 - $253.46 $237,990 - $273,229	1,078 New	1,078 $273,000
Q1 2019 May 07, 2019	SELL	N/A	-342 Closed	0 $0
Q4 2018 Jan 25, 2019	SELL	N/A	-50 Reduced 12.76%	342 $46,000
Q2 2018 Aug 13, 2018	BUY	N/A	392 New	392 $59,000

Others Institutions Holding VUG

# of Institutions

2,678

Shares Held

268M

Call Options Held

319K

Put Options Held

305K

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 River Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on River Wealth Advisors LLC with notifications on news.

Account

River Wealth Advisors LLC Vanguard Growth ETF Transaction History