Vista Wealth Management Group, LLC Vanguard Growth ETF Transaction History

Vista Wealth Management Group, LLC

  • $1.45 Billion
  • Q3 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 1,209 shares of VUG stock, worth $505,096. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,209
Previous 858 40.91%
Holding current value
$505,096
Previous $320,000 45.0%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 06, 2024
BUY
$341.08 - $391.94 $119,719 - $137,570
351 Added 40.91%
1,209 $464,000
Q2 2024

Jul 30, 2024
SELL
$322.46 - $377.11 $77,390 - $90,506
-240 Reduced 21.86%
858 $320,000
Q4 2023

Feb 12, 2024
SELL
$261.54 - $312.16 $75,846 - $90,526
-290 Reduced 20.89%
1,098 $341,000
Q3 2023

Nov 14, 2023
BUY
$269.56 - $293.5 $131,006 - $142,641
486 Added 53.88%
1,388 $377,000
Q1 2023

May 04, 2023
BUY
$209.25 - $249.44 $188,743 - $224,994
902 New
902 $224,000
Q4 2020

Jan 25, 2021
BUY
$220.77 - $253.46 $199,134 - $228,620
902 New
902 $229,000

Others Institutions Holding VUG

# of Institutions
2,374
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

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