Sonoma Private Wealth LLC Vanguard Growth ETF Transaction History

Sonoma Private Wealth LLC

$72.1 Billion
Q1 2025

A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 2,526 shares of VUG stock, worth $1.05 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

2,526

Previous 3,395 25.6%

Holding current value

$1.05 Million

Previous $1.39 Billion 32.78%

% of portfolio

1.3%

Previous 2.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$369.1 - $427.61 $320,747 - $371,593	-869 Reduced 25.6%	2,526 $937 Million
Q4 2024 Feb 06, 2025	SELL	$378.79 - $428.11 $6,818 - $7,705	-18 Reduced 0.53%	3,395 $1.39 Billion
Q3 2024 Oct 17, 2024	SELL	$341.08 - $391.94 $54,231 - $62,318	-159 Reduced 4.45%	3,413 $1.31 Billion
Q2 2024 Aug 14, 2024	SELL	$322.46 - $377.11 $32,890 - $38,465	-102 Reduced 2.78%	3,572 $1.34 Billion
Q1 2024 May 09, 2024	SELL	$301.05 - $346.61 $62,919 - $72,441	-209 Reduced 5.38%	3,674 $1.26 Billion
Q4 2023 Feb 12, 2024	BUY	$261.54 - $312.16 $1.02 Million - $1.21 Million	3,883 New	3,883 $1.21 Billion

Others Institutions Holding VUG

# of Institutions

2,681

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

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Sonoma Private Wealth LLC Vanguard Growth ETF Transaction History