Sky Oak Wealth, LLC Vanguard Growth ETF Transaction History

Sky Oak Wealth, LLC

$427 Million
Q2 2024

A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 4,178 shares of VUG stock, worth $1.6 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

4,178

Previous 3,655 14.31%

Holding current value

$1.6 Million

Previous $1.26 Million 24.17%

% of portfolio

0.37%

Previous 0.3%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$322.46 - $377.11 $168,646 - $197,228	523 Added 14.31%	4,178 $1.56 Million
Q1 2024 Apr 29, 2024	SELL	$301.05 - $346.61 $84,595 - $97,397	-281 Reduced 7.14%	3,655 $1.26 Million
Q4 2023 Jan 12, 2024	BUY	$261.54 - $312.16 $44,461 - $53,067	170 Added 4.51%	3,936 $1.22 Million
Q3 2023 Oct 24, 2023	BUY	$269.56 - $293.5 $40,434 - $44,025	150 Added 4.15%	3,766 $1.03 Million
Q2 2023 Jul 20, 2023	BUY	$243.06 - $282.96 $5,590 - $6,508	23 Added 0.64%	3,616 $1.02 Million
Q1 2023 May 02, 2023	BUY	$209.25 - $249.44 $78,887 - $94,038	377 Added 11.72%	3,593 $896,000
Q4 2022 Jan 26, 2023	BUY	$208.44 - $233.81 $18,759 - $21,042	90 Added 2.88%	3,216 $0
Q3 2022 Oct 25, 2022	BUY	$213.95 - $266.28 $181,429 - $225,805	848 Added 37.23%	3,126 $669,000
Q2 2022 Jul 26, 2022	BUY	$214.97 - $293.87 $489,701 - $669,435	2,278 New	2,278 $508,000
Q1 2020 May 04, 2020	SELL	$137.53 - $201.6 $204,507 - $299,779	-1,487 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$161.84 - $183.14 $240,656 - $272,329	1,487 New	1,487 $271,000

Others Institutions Holding VUG

# of Institutions

2,285

Shares Held

242M

Call Options Held

194K

Put Options Held

73.7K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Sky Oak Wealth, LLC Vanguard Growth ETF Transaction History