Plan Group Financial, LLC Vanguard Growth ETF Transaction History

Plan Group Financial, LLC

  • $187 Million
  • Q4 2024

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 513 shares of VUG stock, worth $219,317. This represents 0.11% of its overall portfolio holdings.

Number of Shares
513
Previous 572 10.31%
Holding current value
$219,317
Previous $219,000 4.11%
% of portfolio
0.11%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,611
Shares Held
259M
Call Options Held
238K
Put Options Held
95.1K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, 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 Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email