Summit Wealth & Retirement Planning, Inc. Vanguard Growth ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $356 Million
  • Q2 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 3,233 shares of VUG stock, worth $1.56 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
3,233
Previous 3,760 14.02%
Holding current value
$1.56 Million
Previous $1.39 Million 1.65%
% of portfolio
0.4%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$329.49 - $438.4 $173,641 - $231,036
-527 Reduced 14.02%
3,233 $1.42 Million
Q1 2025

May 05, 2025
BUY
$369.1 - $427.61 $1.01 Million - $1.17 Million
2,728 Added 264.34%
3,760 $1.39 Million
Q3 2024

Nov 01, 2024
BUY
$341.08 - $391.94 $351,994 - $404,482
1,032 New
1,032 $396,000

Others Institutions Holding VUG

# of Institutions
2,764
Shares Held
281M
Call Options Held
361K
Put Options Held
468K
View Full List

About VANGUARD GROWTH ETF

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