Asset Allocation & Management Company, LLC VUG Holdings History
Asset Allocation & Management Company, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Asset Allocation & Management Company, LLC held 12,189.00 shares of Vanguard Growth ETF(VUG), totaling $4.52 Mil. This investment constitutes 2.29% of their stock portfolio, and Asset Allocation & Management Company, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q4. And since then Asset Allocation & Management Company, LLC has made 2 purchases of VUG, at an average price of $173.34, for a total of 13,763.00 shares. In addition, there have been 1 sales at an average price of $238.86 for 1,574.00 shares. Based on historical transaction data and VUG's current price of $433.72, Asset Allocation & Management Company, LLC's estimated gain on his VUG holdings is $3.28 Mil, reflecting a 137.36% gain to date.
Asset Allocation & Management Company, LLC VUG ($433.72) Holding Chart
Asset Allocation & Management Company, LLC VUG ($433.72) 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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