Welch & Forbes LLC Vanguard Growth ETF Transaction History

Welch & Forbes LLC

$8.21 Billion
Q3 2025

A detailed history of Welch & Forbes LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Welch & Forbes LLC holds 838 shares of VUG stock, worth $405,189. This represents 0.0% of its overall portfolio holdings.

Number of Shares

838

Previous 811 3.33%

Holding current value

$405,189

Previous $355,000 12.96%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$433.97 - $484.08 $11,717 - $13,070	27 Added 3.33%	838 $401,000
Q2 2025 Aug 04, 2025	SELL	$329.49 - $438.4 $122,570 - $163,084	-372 Reduced 31.45%	811 $355,000
Q1 2025 May 02, 2025	SELL	$369.1 - $427.61 $35,802 - $41,478	-97 Reduced 7.58%	1,183 $438,000
Q4 2024 Feb 06, 2025	SELL	$378.79 - $428.11 $12,878 - $14,555	-34 Reduced 2.59%	1,280 $525,000
Q3 2024 Nov 04, 2024	BUY	$341.08 - $391.94 $81,518 - $93,673	239 Added 22.23%	1,314 $504,000

Q1 2024 May 02, 2024	BUY	$301.05 - $346.61 $81,584 - $93,931	271 Added 33.71%	1,075 $370,000
Q4 2023 Feb 06, 2024	BUY	$261.54 - $312.16 $210,278 - $250,976	804 New	804 $249,000
Q2 2023 Jul 28, 2023	BUY	$243.06 - $282.96 $177,919 - $207,126	732 New	732 $207,000

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

Ticker VUG
Sector ETFs
Industry ETFs

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