Arcadia Wealth Management, LLC VUG Holdings History
Arcadia Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, Arcadia Wealth Management, LLC held 73,431.00 shares of Vanguard Growth ETF(VUG), totaling $32.19 Mil. This investment constitutes 14.07% of their stock portfolio, and Arcadia Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q2. And since then Arcadia Wealth Management, LLC has made 9 purchases of VUG, at an average price of $295.86, for a total of 73,431.00 shares. Based on historical transaction data and VUG's current price of $448.57, Arcadia Wealth Management, LLC's estimated gain on his VUG holdings is $11.21 Mil, reflecting a 51.61% gain to date.
Arcadia Wealth Management, LLC VUG ($448.57) Holding Chart
Arcadia Wealth Management, LLC VUG ($448.57) 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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