Wealthspan Partners, LLC Vanguard Growth ETF Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 79,111 shares of VUG stock, worth $32 Million. This represents 15.36% of its overall portfolio holdings.

Number of Shares
79,111
Previous 77,456 2.14%
Holding current value
$32 Million
Previous $29 Million 4.85%
% of portfolio
15.36%
Previous 16.22%

Shares

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

Nov 04, 2024
BUY
$341.08 - $391.94 $564,487 - $648,660
1,655 Added 2.14%
79,111 $30.4 Million
Q2 2024

Jul 19, 2024
BUY
$322.46 - $377.11 $652,981 - $763,647
2,025 Added 2.68%
77,456 $29 Million
Q1 2024

Apr 29, 2024
BUY
$301.05 - $346.61 $607,819 - $699,805
2,019 Added 2.75%
75,431 $26 Million
Q4 2023

Jan 29, 2024
BUY
$261.54 - $312.16 $417,679 - $498,519
1,597 Added 2.22%
73,412 $22.8 Million
Q3 2023

Nov 01, 2023
BUY
$269.56 - $293.5 $666,352 - $725,532
2,472 Added 3.56%
71,815 $19.6 Million
Q2 2023

Aug 08, 2023
BUY
$243.06 - $282.96 $360,214 - $419,346
1,482 Added 2.18%
69,343 $19.6 Million
Q1 2023

Apr 21, 2023
BUY
$209.25 - $249.44 $109,856 - $130,956
525 Added 0.78%
67,861 $16.9 Million
Q4 2022

Feb 13, 2023
BUY
$208.44 - $233.81 $226,991 - $254,619
1,089 Added 1.64%
67,336 $14.3 Million
Q3 2022

Nov 14, 2022
BUY
$213.95 - $266.28 $620,027 - $771,679
2,898 Added 4.57%
66,247 $14.2 Million
Q2 2022

Aug 11, 2022
BUY
$214.97 - $293.87 $692,848 - $947,143
3,223 Added 5.36%
63,349 $14.1 Million
Q1 2022

May 12, 2022
SELL
$254.37 - $323.09 $183,655 - $233,270
-722 Reduced 1.19%
60,126 $17.3 Million
Q4 2021

Feb 15, 2022
BUY
$287.0 - $325.67 $17.5 Million - $19.8 Million
60,848 New
60,848 $19.5 Million

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 Wealthspan Partners, LLC Portfolio

Follow Wealthspan 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 Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email