Waller Financial Planning Group, Inc Vanguard Growth ETF Transaction History

Waller Financial Planning Group, Inc

  • $403 Million
  • Q3 2024

A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 2,107 shares of VUG stock, worth $830,684. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,107
Previous 1,890 11.48%
Holding current value
$830,684
Previous $706,000 14.45%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Oct 02, 2024
BUY
$341.08 - $391.94 $74,014 - $85,050
217 Added 11.48%
2,107 $808,000
Q2 2024

Jul 02, 2024
SELL
$322.46 - $377.11 $36,115 - $42,236
-112 Reduced 5.59%
1,890 $706,000
Q4 2023

Jan 03, 2024
SELL
$261.54 - $312.16 $17,261 - $20,602
-66 Reduced 3.19%
2,002 $622,000
Q3 2023

Oct 18, 2023
SELL
$269.56 - $293.5 $6,199 - $6,750
-23 Reduced 1.1%
2,068 $563,000
Q2 2023

Jul 05, 2023
SELL
$243.06 - $282.96 $49,098 - $57,157
-202 Reduced 8.81%
2,091 $591,000
Q1 2023

Apr 18, 2023
SELL
$209.25 - $249.44 $162,168 - $193,316
-775 Reduced 25.26%
2,293 $571,000
Q4 2022

Jan 05, 2023
SELL
$208.44 - $233.81 $15,424 - $17,301
-74 Reduced 2.36%
3,068 $0
Q3 2022

Oct 20, 2022
BUY
$213.95 - $266.28 $50,706 - $63,108
237 Added 8.16%
3,142 $672,000
Q2 2022

Jul 18, 2022
SELL
$214.97 - $293.87 $4,299 - $5,877
-20 Reduced 0.68%
2,905 $647,000
Q1 2022

Apr 18, 2022
SELL
$254.37 - $323.09 $16,534 - $21,000
-65 Reduced 2.17%
2,925 $841,000
Q4 2021

Jan 26, 2022
SELL
$287.0 - $325.67 $2,009 - $2,279
-7 Reduced 0.23%
2,990 $959,000
Q2 2021

Jul 22, 2021
BUY
$257.69 - $287.23 $17,522 - $19,531
68 Added 2.32%
2,997 $860,000
Q4 2020

Jan 14, 2021
SELL
$220.77 - $253.46 $78,594 - $90,231
-356 Reduced 10.84%
2,929 $742,000
Q2 2020

Jul 14, 2020
SELL
$149.64 - $204.01 $147,993 - $201,765
-989 Reduced 23.14%
3,285 $664,000
Q1 2020

Apr 13, 2020
SELL
$137.53 - $201.6 $19,941 - $29,232
-145 Reduced 3.28%
4,274 $670,000
Q3 2019

Oct 30, 2019
SELL
$165.21 - $169.18 $139,602 - $142,957
-845 Reduced 16.05%
4,419 $754,000
Q2 2019

Jul 16, 2019
SELL
N/A
-1,365 Reduced 20.59%
5,264 $885,000
Q1 2019

Apr 17, 2019
SELL
N/A
-565 Reduced 7.85%
6,629 $1.07 Million
Q4 2018

Jan 30, 2019
BUY
N/A
7,194 New
7,194 $966,000

Others Institutions Holding VUG

# of Institutions
2,305
Shares Held
243M
Call Options Held
196K
Put Options Held
133K
View Full List

About VANGUARD GROWTH ETF

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

Track Waller Financial Planning Group, Inc Portfolio

Follow Waller Financial Planning Group, 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 Waller Financial Planning Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Waller Financial Planning Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email