Certus Wealth Management, LLC Vanguard Growth ETF Transaction History

Certus Wealth Management, LLC

$142 Million
Q3 2024

A detailed history of Certus Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 25,117 shares of VUG stock, worth $10.7 Million. This represents 6.8% of its overall portfolio holdings.

Number of Shares

25,117

Previous 25,464 1.36%

Holding current value

$10.7 Million

Previous $9.52 Million 1.26%

% of portfolio

6.8%

Previous 7.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$341.08 - $391.94 $118,354 - $136,003	-347 Reduced 1.36%	25,117 $9.64 Million
Q2 2024 Aug 02, 2024	BUY	$322.46 - $377.11 $5.51 Million - $6.45 Million	17,102 Added 204.52%	25,464 $9.52 Million
Q1 2024 May 06, 2024	SELL	$301.05 - $346.61 $506,667 - $583,344	-1,683 Reduced 16.75%	8,362 $2.88 Million
Q4 2023 Feb 09, 2024	BUY	$261.54 - $312.16 $117,431 - $140,159	449 Added 4.68%	10,045 $3.12 Million
Q3 2023 Nov 02, 2023	BUY	$269.56 - $293.5 $866,365 - $943,309	3,214 Added 50.36%	9,596 $2.61 Million
Q2 2023 Aug 10, 2023	BUY	$243.06 - $282.96 $1.55 Million - $1.81 Million	6,382 New	6,382 $1.81 Billion

Others Institutions Holding VUG

# of Institutions

2,424

Shares Held

242M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Certus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Certus Wealth Management, LLC with notifications on news.

Account

Certus Wealth Management, LLC Vanguard Growth ETF Transaction History