A detailed history of National Wealth Management Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,635 shares of VUG stock, worth $685,817. This represents 0.43% of its overall portfolio holdings.

Number of Shares
1,635
Previous 1,479 10.55%
Holding current value
$685,817
Previous $553 Million 13.48%
% of portfolio
0.43%
Previous 0.42%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$341.08 - $391.94 $53,208 - $61,142
156 Added 10.55%
1,635 $628 Million
Q2 2024

Aug 09, 2024

BUY
$322.46 - $377.11 $93,513 - $109,361
290 Added 24.39%
1,479 $553 Million
Q1 2024

May 17, 2024

SELL
$301.05 - $346.61 $19,568 - $22,529
-65 Reduced 5.18%
1,189 $409 Million
Q4 2023

Feb 01, 2024

SELL
$261.54 - $312.16 $8,630 - $10,301
-33 Reduced 2.56%
1,254 $390 Million
Q3 2023

Nov 13, 2023

SELL
$269.56 - $293.5 $22,643 - $24,654
-84 Reduced 6.13%
1,287 $350 Million
Q2 2023

Aug 09, 2023

SELL
$243.06 - $282.96 $6,805 - $7,922
-28 Reduced 2.0%
1,371 $385 Million
Q1 2023

May 15, 2023

BUY
$209.25 - $249.44 $292,740 - $348,966
1,399 New
1,399 $355 Million
Q4 2022

Nov 17, 2023

SELL
$208.44 - $233.81 $35,226 - $39,513
-169 Reduced 7.05%
2,229 $475 Million
Q3 2022

Nov 17, 2023

BUY
$213.95 - $266.28 $237,698 - $295,837
1,111 Added 86.32%
2,398 $513 Million
Q1 2022

Nov 17, 2023

SELL
$254.37 - $323.09 $14,244 - $18,093
-56 Reduced 4.8%
1,110 $319 Million
Q4 2021

Nov 17, 2023

SELL
$287.0 - $325.67 $34,727 - $39,406
-121 Reduced 9.4%
1,166 $374 Million

Others Institutions Holding VUG

About VANGUARD GROWTH ETF


  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track National Wealth Management Group, LLC Portfolio

Follow National Wealth Management Group, 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 National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.