Liberty Wealth Management LLC Vanguard Growth ETF Transaction History

Liberty Wealth Management LLC

$677 Million
Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 4,966 shares of VUG stock, worth $2.4 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

4,966

Previous 5,155 3.67%

Holding current value

$2.4 Million

Previous $2.26 Million 5.4%

% of portfolio

0.35%

Previous 0.37%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$433.97 - $484.08 $82,020 - $91,491	-189 Reduced 3.67%	4,966 $2.38 Million
Q2 2025 Aug 01, 2025	BUY	$329.49 - $438.4 $1.7 Million - $2.26 Million	5,155 New	5,155 $2.26 Million
Q1 2025 May 08, 2025	BUY	$369.1 - $427.61 $23.4 Million - $27.1 Million	63,481 Added 1131.17%	69,093 $25.6 Million
Q4 2024 Feb 07, 2025	BUY	$378.79 - $428.11 $3,409 - $3,852	9 Added 0.16%	5,612 $2.3 Million
Q3 2024 Nov 01, 2024	SELL	$341.08 - $391.94 $147 Million - $169 Million	-430,941 Reduced 98.72%	5,603 $2.15 Million

Q2 2024 Aug 06, 2024	BUY	$322.46 - $377.11 $139 Million - $163 Million	431,123 Added 7952.83%	436,544 $2.26 Million
Q1 2024 May 02, 2024	BUY	$301.05 - $346.61 $469,638 - $540,711	1,560 Added 40.4%	5,421 $1.88 Million
Q4 2023 Feb 08, 2024	SELL	$261.54 - $312.16 $132,862 - $158,577	-508 Reduced 11.63%	3,861 $1.2 Million
Q3 2023 Nov 13, 2023	SELL	$269.56 - $293.5 $40,164 - $43,731	-149 Reduced 3.3%	4,369 $1.19 Million
Q2 2023 Aug 10, 2023	SELL	$243.06 - $282.96 $245,733 - $286,072	-1,011 Reduced 18.29%	4,518 $1.28 Million
Q1 2023 May 03, 2023	SELL	$209.25 - $249.44 $487,134 - $580,696	-2,328 Reduced 29.63%	5,529 $1.38 Million
Q3 2022 Nov 15, 2022	BUY	$213.95 - $266.28 $133,076 - $165,626	622 Added 8.6%	7,857 $1.68 Million
Q2 2022 Aug 15, 2022	SELL	$214.97 - $293.87 $61,911 - $84,634	-288 Reduced 3.83%	7,235 $1.83 Million
Q1 2022 May 09, 2022	SELL	$254.37 - $323.09 $75,293 - $95,634	-296 Reduced 3.79%	7,523 $2.06 Million
Q4 2021 Feb 15, 2022	BUY	$287.0 - $325.67 $1,148 - $1,302	4 Added 0.05%	7,819 $10.5 Million
Q3 2021 Nov 15, 2021	BUY	$286.49 - $308.98 $990,682 - $1.07 Million	3,458 Added 79.37%	7,815 $2.35 Million
Q2 2021 Aug 13, 2021	SELL	$257.69 - $287.23 $287 Million - $320 Million	-1,115,369 Reduced 99.61%	4,357 $1.12 Million
Q2 2021 Aug 13, 2021	BUY	$257.69 - $287.23 $288 Million - $321 Million	1,116,151 Added 31221.01%	1,119,726 $4.36 Million
Q4 2020 Feb 09, 2021	SELL	$220.77 - $253.46 $7,506 - $8,617	-34 Reduced 0.94%	3,575 $918,000
Q3 2020 Nov 05, 2020	BUY	$204.41 - $245.48 $28,208 - $33,876	138 Added 3.98%	3,609 $821,000
Q2 2020 Aug 04, 2020	SELL	$149.64 - $204.01 $41,150 - $56,102	-275 Reduced 7.34%	3,471 $702,000
Q1 2020 Apr 27, 2020	SELL	$137.53 - $201.6 $42,084 - $61,689	-306 Reduced 7.55%	3,746 $587,000
Q4 2019 Feb 05, 2020	SELL	$161.84 - $183.14 $84,480 - $95,599	-522 Reduced 11.41%	4,052 $738,000
Q3 2019 Oct 30, 2019	BUY	$165.21 - $169.18 $18,668 - $19,117	113 Added 2.53%	4,574 $761,000
Q2 2019 Jul 30, 2019	BUY	N/A	42 Added 0.95%	4,461 $729,000
Q1 2019 Apr 18, 2019	BUY	N/A	29 Added 0.66%	4,419 $691,000
Q4 2018 Mar 26, 2019	BUY	N/A	4,390 New	4,390 $589,000

Others Institutions Holding VUG

# of Institutions

2,914

Shares Held

277M

Call Options Held

345K

Put Options Held

186K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Liberty Wealth Management LLC Vanguard Growth ETF Transaction History