Wealth Effects LLC Vanguard Growth ETF Transaction History

Wealth Effects LLC

$255 Million
Q4 2024

A detailed history of Wealth Effects LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealth Effects LLC holds 5,958 shares of VUG stock, worth $2.25 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

5,958

Previous 5,948 0.17%

Holding current value

$2.25 Million

Previous $2.28 Million 7.1%

% of portfolio

0.96%

Previous 0.9%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$378.79 - $428.11 $3,787 - $4,281	10 Added 0.17%	5,958 $2.45 Million
Q3 2024 Oct 21, 2024	BUY	$341.08 - $391.94 $16,712 - $19,205	49 Added 0.83%	5,948 $2.28 Million
Q2 2024 Aug 02, 2024	BUY	$322.46 - $377.11 $57,720 - $67,502	179 Added 3.13%	5,899 $2.21 Million
Q1 2024 Apr 22, 2024	BUY	$301.05 - $346.61 $37,330 - $42,979	124 Added 2.22%	5,720 $1.97 Million
Q4 2023 Jan 29, 2024	BUY	$261.54 - $312.16 $10,461 - $12,486	40 Added 0.72%	5,596 $1.74 Million
Q3 2023 Oct 16, 2023	BUY	$269.56 - $293.5 $35,581 - $38,742	132 Added 2.43%	5,556 $1.51 Million
Q2 2023 Jul 18, 2023	BUY	$243.06 - $282.96 $53,230 - $61,968	219 Added 4.21%	5,424 $1.53 Million
Q4 2022 Feb 02, 2023	BUY	$208.44 - $233.81 $1.08 Million - $1.22 Million	5,205 New	5,205 $1.11 Million

Others Institutions Holding VUG

# of Institutions

2,670

Shares Held

261M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Wealth Effects LLC Vanguard Growth ETF Transaction History