Wealth Plan Investment Management, LLC Vanguard Growth ETF Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 1,214 shares of VUG stock, worth $586,993. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,214
Previous 1,209 0.41%
Holding current value
$586,993
Previous $530,000 9.81%
% of portfolio
0.04%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$433.97 - $484.08 $2,169 - $2,420
5 Added 0.41%
1,214 $582,000
Q2 2025

Jul 28, 2025
BUY
$329.49 - $438.4 $39,538 - $52,608
120 Added 11.02%
1,209 $530,000
Q1 2025

May 09, 2025
BUY
$369.1 - $427.61 $4,429 - $5,131
12 Added 1.11%
1,089 $403,000
Q4 2024

Jan 30, 2025
BUY
$378.79 - $428.11 $407,956 - $461,074
1,077 New
1,077 $442,000
Q3 2023

Nov 09, 2023
BUY
$269.56 - $293.5 $250,421 - $272,661
929 New
929 $252,000
Q1 2023

May 08, 2023
SELL
$209.25 - $249.44 $249,216 - $297,083
-1,191 Reduced 91.9%
105 $26,000
Q4 2022

Feb 15, 2023
SELL
$208.44 - $233.81 $391,867 - $439,562
-1,880 Reduced 59.19%
1,296 $276,000
Q3 2022

Dec 12, 2022
BUY
$213.95 - $266.28 $60,333 - $75,090
282 Added 9.74%
3,176 $707,000
Q1 2022

Sep 07, 2022
BUY
$254.37 - $323.09 $736,146 - $935,022
2,894 New
2,894 $725,000

Others Institutions Holding VUG

# of Institutions
2,914
Shares Held
277M
Call Options Held
345K
Put Options Held
186K
View Full List

About VANGUARD GROWTH ETF

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

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email