A detailed history of Tolleson Wealth Management, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 705 shares of VUG stock, worth $277,946. This represents 0.05% of its overall portfolio holdings.

Number of Shares
705
Previous 705 -0.0%
Holding current value
$277,946
Previous $243,000 8.64%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$261.54 - $312.16 $184,385 - $220,072
705 New
705 $219,000
Q1 2023

May 15, 2023

BUY
$209.25 - $249.44 $173,677 - $207,035
830 New
830 $207,000
Q2 2022

Aug 15, 2022

SELL
$214.97 - $293.87 $178,425 - $243,912
-830 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$254.37 - $323.09 $211,127 - $268,164
830 New
830 $239,000

Others Institutions Holding VUG

About VANGUARD GROWTH ETF


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

Track Tolleson Wealth Management, Inc. Portfolio

Follow Tolleson Wealth Management, Inc. 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 Tolleson Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tolleson Wealth Management, Inc. with notifications on news.