A detailed history of Strategic Wealth Investment Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 3,539 shares of VUG stock, worth $1.48 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,539
Previous 1,783 98.49%
Holding current value
$1.48 Million
Previous $666,000 103.9%
% of portfolio
0.16%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$341.08 - $391.94 $598,936 - $688,246
1,756 Added 98.49%
3,539 $1.36 Million
Q2 2024

Aug 13, 2024

BUY
$322.46 - $377.11 $311,496 - $364,288
966 Added 118.24%
1,783 $666,000
Q4 2023

Jan 16, 2024

BUY
$261.54 - $312.16 $213,678 - $255,034
817 New
817 $253,000
Q2 2023

Jul 17, 2023

SELL
$243.06 - $282.96 $247,192 - $287,770
-1,017 Reduced 57.69%
746 $211,000
Q1 2023

Apr 24, 2023

SELL
$209.25 - $249.44 $20.8 Million - $24.8 Million
-99,533 Reduced 98.26%
1,763 $439,000
Q1 2023

Apr 20, 2023

BUY
$209.25 - $249.44 $21.2 Million - $25.3 Million
101,296 New
101,296 $25.3 Million
Q3 2022

Oct 21, 2022

BUY
$213.95 - $266.28 $256,953 - $319,802
1,201 New
1,201 $257,000
Q1 2022

Apr 26, 2022

SELL
$254.37 - $323.09 $165,340 - $210,008
-650 Closed
0 $0
Q4 2021

Jan 21, 2022

SELL
$287.0 - $325.67 $14,063 - $15,957
-49 Reduced 7.01%
650 $209,000
Q3 2021

Nov 15, 2021

BUY
$286.49 - $308.98 $200,256 - $215,977
699 New
699 $202,000

Others Institutions Holding VUG

About VANGUARD GROWTH ETF


  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Strategic Wealth Investment Group, LLC Portfolio

Follow Strategic Wealth Investment Group, 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 Strategic Wealth Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Investment Group, LLC with notifications on news.