Wealth Plan Investment Management, LLC Vanguard Growth ETF Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

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 1,077 shares of VUG stock, worth $429,981. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,077
Holding current value
$429,981
% of portfolio
0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,662
Shares Held
261M
Call Options Held
203K
Put Options Held
275K
View Full List

About VANGUARD GROWTH ETF

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