Plan Group Financial, LLC Vanguard Growth ETF Transaction History

Plan Group Financial, LLC

$355 Million
Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 1,273 shares of VUG stock, worth $615,520. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,273

Previous 4,070 68.72%

Holding current value

$615,520

Previous $1.78 Million 65.81%

% of portfolio

0.17%

Previous 0.61%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$433.97 - $484.08 $1.21 Million - $1.35 Million	-2,797 Reduced 68.72%	1,273 $610,000
Q2 2025 Aug 13, 2025	BUY	$329.49 - $438.4 $778,584 - $1.04 Million	2,363 Added 138.43%	4,070 $1.78 Million
Q1 2025 May 09, 2025	BUY	$369.1 - $427.61 $440,705 - $510,566	1,194 Added 232.75%	1,707 $632,000
Q4 2024 Jan 31, 2025	SELL	$378.79 - $428.11 $22,348 - $25,258	-59 Reduced 10.31%	513 $210,000
Q3 2024 Oct 22, 2024	BUY	$341.08 - $391.94 $10,914 - $12,542	32 Added 5.93%	572 $219,000

Q2 2024 Aug 05, 2024	BUY	$322.46 - $377.11 $174,128 - $203,639	540 New	540 $201,000
Q2 2023 Aug 10, 2023	BUY	$243.06 - $282.96 $565,600 - $658,447	2,327 New	2,327 $658,000

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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Plan Group Financial, LLC Vanguard Growth ETF Transaction History