Wr Wealth Planners, LLC Vanguard Growth ETF Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,165 shares of VUG stock, worth $495,625. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,165

Previous 1,139 2.28%

Holding current value

$495,625

Previous $437,000 9.38%

% of portfolio

0.16%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$378.79 - $428.11 $9,848 - $11,130	26 Added 2.28%	1,165 $478,000
Q3 2024 Oct 17, 2024	SELL	$341.08 - $391.94 $3,410 - $3,919	-10 Reduced 0.87%	1,139 $437,000
Q2 2024 Jul 31, 2024	SELL	$322.46 - $377.11 $6,771 - $7,919	-21 Reduced 1.79%	1,149 $429,000
Q1 2024 Jul 31, 2024	SELL	$301.05 - $346.61 $3,010 - $3,466	-10 Reduced 0.85%	1,170 $402,000
Q4 2023 Jul 30, 2024	BUY	$261.54 - $312.16 $308,617 - $368,348	1,180 New	1,180 $366,000
Q3 2023 Aug 01, 2024	BUY	$269.56 - $293.5 $39,086 - $42,557	145 Added 15.15%	1,102 $300 Million
Q2 2023 Aug 01, 2024	SELL	$243.06 - $282.96 $46,667 - $54,328	-192 Reduced 16.71%	957 $271 Million
Q1 2023 Aug 01, 2024	SELL	$209.25 - $249.44 $176,188 - $210,028	-842 Reduced 73.28%	307 $76.6 Million

Others Institutions Holding VUG

# of Institutions

2,654

Shares Held

261M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Wr Wealth Planners, LLC Vanguard Growth ETF Transaction History