Fsm Wealth Advisors, LLC Vanguard Growth ETF Transaction History

Fsm Wealth Advisors, LLC

$377 Million
Q3 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 1,264 shares of VUG stock, worth $522,120. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,264

Previous 986 28.19%

Holding current value

$522,120

Previous $368,000 31.79%

% of portfolio

0.13%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$341.08 - $391.94 $94,820 - $108,959	278 Added 28.19%	1,264 $485,000
Q1 2024 May 14, 2024	SELL	$301.05 - $346.61 $77,068 - $88,732	-256 Reduced 20.61%	986 $339,000
Q4 2023 May 14, 2024	BUY	$261.54 - $312.16 $76,369 - $91,150	292 Added 30.74%	1,242 $386,000
Q3 2023 Nov 14, 2023	SELL	$269.56 - $293.5 $33,964 - $36,981	-126 Reduced 11.71%	950 $258,000
Q2 2023 Jul 12, 2023	BUY	$243.06 - $282.96 $3,159 - $3,678	13 Added 1.22%	1,076 $304,000
Q3 2022 Oct 24, 2022	SELL	$213.95 - $266.28 $2,995 - $3,727	-14 Reduced 1.3%	1,063 $227,000
Q2 2022 Aug 12, 2022	BUY	$214.97 - $293.87 $231,522 - $316,497	1,077 New	1,077 $276,000

Others Institutions Holding VUG

# of Institutions

2,375

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Fsm Wealth Advisors, LLC Vanguard Growth ETF Transaction History