Mark Sheptoff Financial Planning, LLC Vanguard Growth ETF Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 273 shares of VUG stock, worth $132,000. This represents 0.07% of its overall portfolio holdings.

Number of Shares
273
Previous 273 -0.0%
Holding current value
$132,000
Previous $119,000 9.24%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$322.46 - $377.11 $64,491 - $75,422
-200 Reduced 42.28%
273 $102,000
Q1 2024

May 10, 2024
BUY
$301.05 - $346.61 $60,210 - $69,322
200 Added 73.26%
473 $162,000
Q4 2023

Feb 09, 2024
BUY
$261.54 - $312.16 $30,861 - $36,834
118 Added 76.13%
273 $84,000
Q4 2022

Feb 14, 2023
SELL
$208.44 - $233.81 $23,970 - $26,888
-115 Reduced 42.59%
155 $33,000
Q3 2017

Nov 09, 2017
BUY
N/A
270
270 $36,000

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

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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