Vista Wealth Management Group, LLC Vanguard Growth ETF Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 1,825 shares of VUG stock, worth $882,424. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,825

Previous 1,209 50.95%

Holding current value

$882,424

Previous $496,000 36.29%

% of portfolio

0.05%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$369.1 - $427.61 $227,365 - $263,407	616 Added 50.95%	1,825 $676,000
Q3 2024 Nov 06, 2024	BUY	$341.08 - $391.94 $119,719 - $137,570	351 Added 40.91%	1,209 $464,000
Q2 2024 Jul 30, 2024	SELL	$322.46 - $377.11 $77,390 - $90,506	-240 Reduced 21.86%	858 $320,000
Q4 2023 Feb 12, 2024	SELL	$261.54 - $312.16 $75,846 - $90,526	-290 Reduced 20.89%	1,098 $341,000
Q3 2023 Nov 14, 2023	BUY	$269.56 - $293.5 $131,006 - $142,641	486 Added 53.88%	1,388 $377,000

Q1 2023 May 04, 2023	BUY	$209.25 - $249.44 $188,743 - $224,994	902 New	902 $224,000
Q4 2020 Jan 25, 2021	BUY	$220.77 - $253.46 $199,134 - $228,620	902 New	902 $229,000

Others Institutions Holding VUG

# of Institutions

2,918

Shares Held

277M

Call Options Held

345K

Put Options Held

186K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Vista Wealth Management Group, LLC Vanguard Growth ETF Transaction History