A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 2,211 shares of VUG stock, worth $847,631. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,211
Previous 2,119 4.34%
Holding current value
$847,631
Previous $729,000 13.31%
% of portfolio
0.24%
Previous 0.22%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$322.46 - $377.11 $29,666 - $34,694
92 Added 4.34%
2,211 $826,000
Q1 2024

May 09, 2024

BUY
$301.05 - $346.61 $1,204 - $1,386
4 Added 0.19%
2,119 $729,000
Q4 2023

Feb 09, 2024

SELL
$261.54 - $312.16 $13,600 - $16,232
-52 Reduced 2.4%
2,115 $657,000
Q3 2023

Nov 14, 2023

BUY
$269.56 - $293.5 $25,877 - $28,176
96 Added 4.64%
2,167 $590,000
Q1 2023

May 09, 2023

BUY
$209.25 - $249.44 $37,037 - $44,150
177 Added 9.35%
2,071 $516,000
Q4 2022

Feb 10, 2023

SELL
$208.44 - $233.81 $12,506 - $14,028
-60 Reduced 3.07%
1,894 $403,000
Q3 2022

Nov 10, 2022

SELL
$213.95 - $266.28 $72,743 - $90,535
-340 Reduced 14.82%
1,954 $418,000
Q2 2022

Aug 05, 2022

SELL
$214.97 - $293.87 $1,504 - $2,057
-7 Reduced 0.3%
2,294 $511,000
Q1 2022

May 04, 2022

BUY
$254.37 - $323.09 $103,528 - $131,497
407 Added 21.49%
2,301 $662,000
Q3 2021

Nov 03, 2021

SELL
$286.49 - $308.98 $3,724 - $4,016
-13 Reduced 0.68%
1,894 $549,000
Q2 2021

Aug 12, 2021

SELL
$257.69 - $287.23 $19,584 - $21,829
-76 Reduced 3.83%
1,907 $547,000
Q1 2021

May 13, 2021

BUY
$243.15 - $268.9 $24,315 - $26,889
100 Added 5.31%
1,983 $510,000
Q4 2020

Feb 17, 2021

BUY
$220.77 - $253.46 $415,709 - $477,265
1,883 New
1,883 $477,000

Others Institutions Holding VUG

About VANGUARD GROWTH ETF


  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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