A detailed history of Kozak & Associates, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Kozak & Associates, Inc. holds 251 shares of VUG stock, worth $121,363. This represents 0.02% of its overall portfolio holdings.

Number of Shares
251
Previous 272 7.72%
Holding current value
$121,363
Previous $130,000 6.92%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

SELL
$470.44 - $504.26 $9,879 - $10,589
-21 Reduced 7.72%
251 $121,000
Q3 2025

Nov 18, 2025

BUY
$433.97 - $484.08 $23,434 - $26,140
54 Added 24.77%
272 $130,000
Q2 2025

Jul 10, 2025

BUY
$329.49 - $438.4 $329 - $438
1 Added 0.46%
218 $95,000
Q3 2024

Oct 17, 2024

SELL
$341.08 - $391.94 $5,457 - $6,271
-16 Reduced 6.87%
217 $83,000
Q1 2024

May 17, 2024

BUY
$301.05 - $346.61 $15,052 - $17,330
50 Added 27.32%
233 $80,000
Q4 2023

Jan 17, 2024

BUY
$261.54 - $312.16 $47,861 - $57,125
183 New
183 $56,000

Others Institutions Holding VUG

About VANGUARD GROWTH ETF


  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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