Strata Wealth Advisors, LLC Vanguard Growth ETF Transaction History

Strata Wealth Advisors, LLC

$322 Billion
Q1 2025

A detailed history of Strata Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 113,257 shares of VUG stock, worth $46.8 Million. This represents 13.05% of its overall portfolio holdings.

Number of Shares

113,257

Previous 136,606 17.09%

Holding current value

$46.8 Million

Previous $56.1 Billion 25.1%

% of portfolio

13.05%

Previous 17.6%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$369.1 - $427.61 $8.62 Million - $9.98 Million	-23,349 Reduced 17.09%	113,257 $42 Billion
Q4 2024 Jan 31, 2025	BUY	$378.79 - $428.11 $187,879 - $212,342	496 Added 0.36%	136,606 $56.1 Billion
Q3 2024 Nov 13, 2024	SELL	$341.08 - $391.94 $594,502 - $683,151	-1,743 Reduced 1.26%	136,110 $52.3 Billion
Q2 2024 Aug 14, 2024	SELL	$322.46 - $377.11 $173,161 - $202,508	-537 Reduced 0.39%	137,853 $51.6 Billion
Q1 2024 Apr 17, 2024	SELL	$301.05 - $346.61 $1.42 Million - $1.63 Million	-4,706 Reduced 3.29%	138,390 $47.6 Billion
Q4 2023 Jan 31, 2024	BUY	$261.54 - $312.16 $406,694 - $485,408	1,555 Added 1.1%	143,096 $44.5 Billion
Q3 2023 Oct 26, 2023	BUY	$269.56 - $293.5 $4.41 Million - $4.8 Million	16,371 Added 13.08%	141,541 $38.5 Billion
Q1 2023 May 10, 2023	BUY	$209.25 - $249.44 $2.93 Million - $3.5 Million	14,019 Added 12.61%	125,170 $31.2 Billion
Q4 2022 Apr 28, 2023	BUY	$208.44 - $233.81 $23.2 Million - $26 Million	111,151 New	111,151 $23.7 Billion

Others Institutions Holding VUG

# of Institutions

2,677

Shares Held

267M

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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Strata Wealth Advisors, LLC Vanguard Growth ETF Transaction History