Summit Financial Wealth Advisors, LLC Vanguard Growth ETF Transaction History

Summit Financial Wealth Advisors, LLC

  • $495 Million
  • Q1 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 100,089 shares of VUG stock, worth $41.4 Million. This represents 7.5% of its overall portfolio holdings.

Number of Shares
100,089
Previous 99,605 0.49%
Holding current value
$41.4 Million
Previous $40.9 Million 9.21%
% of portfolio
7.5%
Previous 8.35%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$369.1 - $427.61 $178,644 - $206,963
484 Added 0.49%
100,089 $37.1 Million
Q4 2024

Feb 13, 2025
SELL
$378.79 - $428.11 $60,227 - $68,069
-159 Reduced 0.16%
99,605 $40.9 Million
Q3 2024

Nov 13, 2024
SELL
$341.08 - $391.94 $307,654 - $353,529
-902 Reduced 0.9%
99,764 $38.3 Million
Q2 2024

Aug 12, 2024
SELL
$322.46 - $377.11 $275,380 - $322,051
-854 Reduced 0.84%
100,666 $37.7 Million
Q1 2024

May 02, 2024
SELL
$301.05 - $346.61 $5.53 Million - $6.36 Million
-18,358 Reduced 15.31%
101,520 $34.9 Million
Q4 2023

Jan 19, 2024
SELL
$261.54 - $312.16 $1.3 Million - $1.56 Million
-4,982 Reduced 3.99%
119,878 $37.3 Million
Q3 2023

Nov 13, 2023
SELL
$269.56 - $293.5 $751,533 - $818,278
-2,788 Reduced 2.18%
124,860 $34 Million
Q2 2023

Jul 12, 2023
BUY
$243.06 - $282.96 $1.04 Million - $1.21 Million
4,266 Added 3.46%
127,648 $36.1 Million
Q1 2023

Apr 10, 2023
SELL
$209.25 - $249.44 $1.04 Million - $1.24 Million
-4,966 Reduced 3.87%
123,382 $30.8 Million
Q4 2022

Jan 17, 2023
SELL
$208.44 - $233.81 $501,298 - $562,313
-2,405 Reduced 1.84%
128,348 $0
Q3 2022

Oct 28, 2022
SELL
$213.95 - $266.28 $1.35 Million - $1.68 Million
-6,305 Reduced 4.6%
130,753 $28.7 Million
Q2 2022

Jul 26, 2022
SELL
$214.97 - $293.87 $2.13 Million - $2.91 Million
-9,912 Reduced 6.74%
137,058 $32.7 Million
Q1 2022

May 06, 2022
BUY
$254.37 - $323.09 $1.2 Million - $1.52 Million
4,700 Added 3.3%
146,970 $42.3 Million
Q4 2021

Jan 12, 2022
BUY
$287.0 - $325.67 $728,693 - $826,876
2,539 Added 1.82%
142,270 $45.4 Million
Q3 2021

Nov 05, 2021
SELL
$286.49 - $308.98 $486,746 - $524,957
-1,699 Reduced 1.2%
139,731 $40.5 Million
Q2 2021

Aug 09, 2021
SELL
$257.69 - $287.23 $389,884 - $434,578
-1,513 Reduced 1.06%
141,430 $40.6 Million
Q1 2021

Apr 23, 2021
SELL
$243.15 - $268.9 $24,315 - $26,889
-100 Reduced 0.07%
142,943 $36.2 Million
Q4 2020

Jan 11, 2021
BUY
$220.77 - $253.46 $317,908 - $364,982
1,440 Added 1.02%
143,043 $32.6 Million
Q3 2020

Nov 09, 2020
SELL
$204.41 - $245.48 $7.58 Million - $9.11 Million
-37,106 Reduced 20.76%
141,603 $31.4 Million
Q2 2020

Jul 16, 2020
BUY
$149.64 - $204.01 $524,488 - $715,055
3,505 Added 2.0%
178,709 $37.7 Million
Q1 2020

Apr 29, 2020
BUY
$137.53 - $201.6 $6.09 Million - $8.92 Million
44,246 Added 33.79%
175,204 $28.3 Million
Q4 2019

Jan 28, 2020
BUY
$161.84 - $183.14 $176,729 - $199,988
1,092 Added 0.84%
130,958 $24.6 Million
Q3 2019

Nov 05, 2019
SELL
$165.21 - $169.18 $14,042 - $14,380
-85 Reduced 0.07%
129,866 $21.7 Million
Q2 2019

Jul 16, 2019
BUY
N/A
10,702 Added 8.97%
129,951 $21.2 Million
Q1 2019

May 01, 2019
BUY
N/A
994 Added 0.84%
119,249 $19 Million
Q4 2018

Feb 01, 2019
BUY
N/A
109 Added 0.09%
118,255 $15.9 Million
Q3 2018

Oct 22, 2018
SELL
N/A
-1,023 Reduced 0.86%
118,146 $17.7 Million
Q2 2018

Jul 06, 2018
SELL
N/A
-205 Reduced 0.17%
119,169 $16.9 Million
Q1 2018

Apr 09, 2018
BUY
N/A
76,312 Added 177.21%
119,374 $16.9 Million
Q1 2018

Apr 06, 2018
SELL
N/A
-75,274 Reduced 63.61%
43,062 $6.11 Million
Q4 2017

Feb 05, 2018
BUY
N/A
2,283 Added 1.97%
118,336 $16.6 Million
Q3 2017

Nov 06, 2017
BUY
N/A
9,768 Added 9.19%
116,053 $15.4 Million
Q2 2017

Aug 14, 2017
BUY
N/A
106,285
106,285 $13.5 Million

Others Institutions Holding VUG

# of Institutions
2,679
Shares Held
268M
Call Options Held
319K
Put Options Held
305K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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