West Financial Advisors, LLC Vanguard Growth ETF Transaction History

West Financial Advisors, LLC

$525 Million
Q1 2025

A detailed history of West Financial Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 5,231 shares of VUG stock, worth $1.98 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

5,231

Previous 5,470 4.37%

Holding current value

$1.98 Million

Previous $2.25 Million 13.72%

% of portfolio

0.37%

Previous 0.43%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$369.1 - $427.61 $88,214 - $102,198	-239 Reduced 4.37%	5,231 $1.94 Million
Q4 2024 Jan 14, 2025	BUY	$378.79 - $428.11 $115,530 - $130,573	305 Added 5.91%	5,470 $2.25 Million
Q3 2024 Oct 08, 2024	SELL	$341.08 - $391.94 $8,185 - $9,406	-24 Reduced 0.46%	5,165 $1.98 Million
Q2 2024 Jul 15, 2024	BUY	$322.46 - $377.11 $27,086 - $31,677	84 Added 1.65%	5,189 $1.94 Million
Q1 2024 Apr 11, 2024	SELL	$301.05 - $346.61 $207,122 - $238,467	-688 Reduced 11.88%	5,105 $1.76 Million
Q4 2023 Jan 11, 2024	BUY	$261.54 - $312.16 $83,692 - $99,891	320 Added 5.85%	5,793 $1.8 Million
Q2 2023 Jul 07, 2023	BUY	$243.06 - $282.96 $39,861 - $46,405	164 Added 3.09%	5,473 $1.55 Million
Q1 2023 Apr 18, 2023	SELL	$209.25 - $249.44 $93,953 - $111,998	-449 Reduced 7.8%	5,309 $1.32 Million
Q4 2022 Jan 10, 2023	SELL	$208.44 - $233.81 $318,496 - $357,261	-1,528 Reduced 20.97%	5,758 $0
Q3 2022 Oct 11, 2022	BUY	$213.95 - $266.28 $26,743 - $33,285	125 Added 1.75%	7,286 $1.56 Million
Q2 2022 Jul 14, 2022	BUY	$214.97 - $293.87 $26,226 - $35,852	122 Added 1.73%	7,161 $1.6 Million
Q1 2022 Apr 18, 2022	BUY	$254.37 - $323.09 $707,148 - $898,190	2,780 Added 65.27%	7,039 $2.02 Million
Q4 2021 Jan 19, 2022	BUY	$287.0 - $325.67 $96,145 - $109,099	335 Added 8.54%	4,259 $1.37 Million
Q3 2021 Oct 13, 2021	BUY	$286.49 - $308.98 $236,354 - $254,908	825 Added 26.62%	3,924 $1.14 Million
Q2 2021 Jul 27, 2021	BUY	$257.69 - $287.23 $6,442 - $7,180	25 Added 0.81%	3,099 $889,000
Q4 2020 Feb 22, 2021	SELL	$220.77 - $253.46 $77,269 - $88,711	-350 Reduced 10.22%	3,074 $779,000
Q4 2020 Feb 02, 2021	BUY	$220.77 - $253.46 $755,916 - $867,847	3,424 New	3,424 $692 Million

Others Institutions Holding VUG

# of Institutions

2,674

Shares Held

266M

Call Options Held

319K

Put Options Held

285K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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West Financial Advisors, LLC Vanguard Growth ETF Transaction History