Apex Wealth Management, LLC VUG Holdings History
Apex Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Apex Wealth Management, LLC held 16,313.00 shares of Vanguard Growth ETF(VUG), totaling $6.05 Mil. This investment constitutes 5.44% of their stock portfolio, and Apex Wealth Management, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $404.54 for 1,064.00 shares. Based on historical transaction data and VUG's current price of $448.39, Apex Wealth Management, LLC's estimated gain on his VUG holdings is $734,092.21, reflecting a 10.47% gain to date.
Apex Wealth Management, LLC VUG ($448.39) Holding Chart
Apex Wealth Management, LLC VUG ($448.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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