Wealth Effects LLC Vanguard Growth ETF Transaction History

Wealth Effects LLC

  • $269 Million
  • Q1 2024

A detailed history of Wealth Effects LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealth Effects LLC holds 5,720 shares of VUG stock, worth $2.14 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
5,720
Previous 5,596 2.22%
Holding current value
$2.14 Million
Previous $1.74 Million 13.17%
% of portfolio
0.73%
Previous 0.66%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$301.05 - $346.61 $37,330 - $42,979
124 Added 2.22%
5,720 $1.97 Million
Q4 2023

Jan 29, 2024
BUY
$261.54 - $312.16 $10,461 - $12,486
40 Added 0.72%
5,596 $1.74 Million
Q3 2023

Oct 16, 2023
BUY
$269.56 - $293.5 $35,581 - $38,742
132 Added 2.43%
5,556 $1.51 Million
Q2 2023

Jul 18, 2023
BUY
$243.06 - $282.96 $53,230 - $61,968
219 Added 4.21%
5,424 $1.53 Million
Q4 2022

Feb 02, 2023
BUY
$208.44 - $233.81 $1.08 Million - $1.22 Million
5,205 New
5,205 $1.11 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

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