Total Wealth Planning, LLC's ownership history for VUG

Total Wealth Planning, LLC currently holds 147.9K shares with a market value of $70.9M. It started holding VUG on 2024-09-30. At its peak, it held 153.8K shares on 2025-06-30. Its highest holding value was $70.9M on 2025-09-30. At its lowest, it held 138.2K shares on 2024-12-31, with a value of $52.0M on 2025-03-31. In the recent 180 days, Total Wealth Planning, LLC has increased its shares by 7.6K. In the recent year, Total Wealth Planning, LLC has increased its shares by 6.5K.