Wealth Management Partners, LLC Vanguard Growth ETF Transaction History

Wealth Management Partners, LLC

  • $213 Million
  • Q3 2024

A detailed history of Wealth Management Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealth Management Partners, LLC holds 1,723 shares of VUG stock, worth $696,143. This represents 0.31% of its overall portfolio holdings.

Number of Shares
1,723
Previous 2,028 15.04%
Holding current value
$696,143
Previous $758,000 12.8%
% of portfolio
0.31%
Previous 0.37%

Shares

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

Oct 21, 2024
SELL
$341.08 - $391.94 $104,029 - $119,541
-305 Reduced 15.04%
1,723 $661,000
Q2 2024

Jul 12, 2024
BUY
$322.46 - $377.11 $14,188 - $16,592
44 Added 2.22%
2,028 $758,000
Q1 2024

Apr 12, 2024
SELL
$301.05 - $346.61 $31,610 - $36,394
-105 Reduced 5.03%
1,984 $682,000
Q4 2023

Jan 10, 2024
BUY
$261.54 - $312.16 $4,969 - $5,931
19 Added 0.92%
2,089 $649,000
Q3 2023

Oct 24, 2023
SELL
$269.56 - $293.5 $21,834 - $23,773
-81 Reduced 3.77%
2,070 $563,000
Q1 2023

Apr 14, 2023
BUY
$209.25 - $249.44 $31,596 - $37,665
151 Added 7.55%
2,151 $536,000
Q3 2022

Oct 21, 2022
BUY
$213.95 - $266.28 $213,950 - $266,280
1,000 Added 100.0%
2,000 $423,000
Q4 2021

Jan 19, 2022
SELL
$287.0 - $325.67 $113,652 - $128,965
-396 Reduced 28.37%
1,000 $448,000
Q1 2021

Apr 15, 2021
SELL
$243.15 - $268.9 $43,523 - $48,133
-179 Reduced 11.37%
1,396 $373,000
Q4 2020

Feb 04, 2021
BUY
$220.77 - $253.46 $347,712 - $399,199
1,575 New
1,575 $411,000

Others Institutions Holding VUG

# of Institutions
2,373
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
Track This Portfolio

Track Wealth Management Partners, LLC Portfolio

Follow Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Management Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email