Vertex Planning Partners, LLC Vanguard Growth ETF Transaction History

Vertex Planning Partners, LLC

$361 Billion
Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,069 shares of VUG stock, worth $1.55 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

4,069

Previous 4,033 0.89%

Holding current value

$1.55 Million

Previous $1.25 Billion 11.71%

% of portfolio

0.39%

Previous 0.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$301.05 - $346.61 $10,837 - $12,477	36 Added 0.89%	4,069 $1.4 Billion
Q4 2023 Feb 14, 2024	BUY	$261.54 - $312.16 $10,461 - $12,486	40 Added 1.0%	4,033 $1.25 Billion
Q3 2023 Nov 14, 2023	SELL	$269.56 - $293.5 $132,353 - $144,108	-491 Reduced 10.95%	3,993 $1.09 Billion
Q2 2023 Aug 14, 2023	BUY	$243.06 - $282.96 $124,932 - $145,441	514 Added 12.95%	4,484 $1.27 Billion
Q1 2023 May 16, 2023	SELL	$209.25 - $249.44 $97,929 - $116,737	-468 Reduced 10.55%	3,970 $990 Million

Q4 2022 Feb 06, 2023	BUY	$208.44 - $233.81 $925,056 - $1.04 Million	4,438 New	4,438 $946 Million

Others Institutions Holding VUG

# of Institutions

2,193

Shares Held

221M

Call Options Held

174K

Put Options Held

57.1K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Vertex Planning Partners, LLC Vanguard Growth ETF Transaction History