Hillcrest Wealth Advisors Ny, LLC Vanguard Growth ETF Transaction History

Hillcrest Wealth Advisors Ny, LLC

  • $210 Million
  • Q4 2024

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 10,050 shares of VUG stock, worth $4.21 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
10,050
Previous 10,300 2.43%
Holding current value
$4.21 Million
Previous $3.95 Million 4.3%
% of portfolio
1.96%
Previous 1.97%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$378.79 - $428.11 $94,697 - $107,027
-250 Reduced 2.43%
10,050 $4.12 Million
Q3 2023

Oct 17, 2023
SELL
$269.56 - $293.5 $80,868 - $88,050
-300 Reduced 2.83%
10,300 $2.8 Million
Q2 2023

Jul 31, 2023
SELL
$243.06 - $282.96 $137,328 - $159,872
-565 Reduced 5.06%
10,600 $3 Million
Q1 2022

May 09, 2022
SELL
$254.37 - $323.09 $186,961 - $237,471
-735 Reduced 6.18%
11,165 $3.21 Million
Q3 2021

Oct 26, 2021
SELL
$286.49 - $308.98 $171,894 - $185,388
-600 Reduced 4.8%
11,900 $3.45 Million
Q2 2021

Aug 03, 2021
SELL
$257.69 - $287.23 $822,288 - $916,550
-3,191 Reduced 20.34%
12,500 $3.59 Million
Q4 2020

Feb 03, 2021
SELL
$220.77 - $253.46 $110,385 - $126,730
-500 Reduced 3.09%
15,691 $3.98 Million
Q3 2020

Oct 21, 2020
SELL
$204.41 - $245.48 $626,516 - $752,396
-3,065 Reduced 15.92%
16,191 $3.69 Million
Q2 2020

Aug 03, 2020
BUY
$149.64 - $204.01 $149 - $204
1 Added 0.01%
19,256 $3.89 Million
Q3 2019

Oct 17, 2019
SELL
$165.21 - $169.18 $7,269 - $7,443
-44 Reduced 0.23%
19,255 $3.2 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-498 Reduced 2.52%
19,299 $3.15 Million
Q1 2019

May 10, 2019
BUY
N/A
702 Added 3.68%
19,797 $3.1 Million
Q4 2018

Feb 08, 2019
BUY
N/A
19,095 New
19,095 $2.57 Million

Others Institutions Holding VUG

# of Institutions
2,459
Shares Held
248M
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 Hillcrest Wealth Advisors Ny, LLC Portfolio

Follow Hillcrest Wealth Advisors Ny, 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 Hillcrest Wealth Advisors Ny, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hillcrest Wealth Advisors Ny, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email