Wealth Plan Investment Management, LLC Vanguard Growth ETF Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 1,089 shares of VUG stock, worth $448,972. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,089

Previous 1,077 1.11%

Holding current value

$448,972

Previous $442,000 8.82%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$369.1 - $427.61 $4,429 - $5,131	12 Added 1.11%	1,089 $403,000
Q4 2024 Jan 30, 2025	BUY	$378.79 - $428.11 $407,956 - $461,074	1,077 New	1,077 $442,000
Q3 2023 Nov 09, 2023	BUY	$269.56 - $293.5 $250,421 - $272,661	929 New	929 $252,000
Q1 2023 May 08, 2023	SELL	$209.25 - $249.44 $249,216 - $297,083	-1,191 Reduced 91.9%	105 $26,000
Q4 2022 Feb 15, 2023	SELL	$208.44 - $233.81 $391,867 - $439,562	-1,880 Reduced 59.19%	1,296 $276,000
Q3 2022 Dec 12, 2022	BUY	$213.95 - $266.28 $60,333 - $75,090	282 Added 9.74%	3,176 $707,000
Q1 2022 Sep 07, 2022	BUY	$254.37 - $323.09 $736,146 - $935,022	2,894 New	2,894 $725,000

Others Institutions Holding VUG

# of Institutions

2,676

Shares Held

266M

Call Options Held

319K

Put Options Held

285K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Wealth Plan Investment Management, LLC Vanguard Growth ETF Transaction History