Wealth Effects LLC Vanguard Growth ETF Transaction History

Wealth Effects LLC

$218 Million
Q1 2025

A detailed history of Wealth Effects LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealth Effects LLC holds 5,997 shares of VUG stock, worth $2.48 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

5,997

Previous 5,958 0.65%

Holding current value

$2.48 Million

Previous $2.45 Million 9.08%

% of portfolio

1.02%

Previous 0.96%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$369.1 - $427.61 $14,394 - $16,676	39 Added 0.65%	5,997 $2.22 Million
Q4 2024 Jan 22, 2025	BUY	$378.79 - $428.11 $3,787 - $4,281	10 Added 0.17%	5,958 $2.45 Million
Q3 2024 Oct 21, 2024	BUY	$341.08 - $391.94 $16,712 - $19,205	49 Added 0.83%	5,948 $2.28 Million
Q2 2024 Aug 02, 2024	BUY	$322.46 - $377.11 $57,720 - $67,502	179 Added 3.13%	5,899 $2.21 Million
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

2,678

Shares Held

268M

Call Options Held

319K

Put Options Held

305K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.

Account

Wealth Effects LLC Vanguard Growth ETF Transaction History