Wr Wealth Planners, LLC Vanguard Growth ETF Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,139 shares of VUG stock, worth $477,764. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,139

Previous 1,149 0.87%

Holding current value

$477,764

Previous $429,000 1.86%

% of portfolio

0.13%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$341.08 - $391.94 $3,410 - $3,919	-10 Reduced 0.87%	1,139 $437,000
Q2 2024 Jul 31, 2024	SELL	$322.46 - $377.11 $6,771 - $7,919	-21 Reduced 1.79%	1,149 $429,000
Q1 2024 Jul 31, 2024	SELL	$301.05 - $346.61 $3,010 - $3,466	-10 Reduced 0.85%	1,170 $402,000
Q4 2023 Jul 30, 2024	BUY	$261.54 - $312.16 $308,617 - $368,348	1,180 New	1,180 $366,000
Q3 2023 Aug 01, 2024	BUY	$269.56 - $293.5 $39,086 - $42,557	145 Added 15.15%	1,102 $300 Million
Q2 2023 Aug 01, 2024	SELL	$243.06 - $282.96 $46,667 - $54,328	-192 Reduced 16.71%	957 $271 Million
Q1 2023 Aug 01, 2024	SELL	$209.25 - $249.44 $176,188 - $210,028	-842 Reduced 73.28%	307 $76.6 Million

Others Institutions Holding VUG

# of Institutions

2,374

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Vanguard Growth ETF Transaction History