Atlantic Edge Private Wealth Management, LLC VUG Holdings History
Atlantic Edge Private Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Atlantic Edge Private Wealth Management, LLC held 227.00 shares of Vanguard Growth ETF(VUG), totaling $84,180.00. This investment constitutes 0.03% of their stock portfolio, and Atlantic Edge Private Wealth Management, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q4. And since then Atlantic Edge Private Wealth Management, LLC has made 2 purchases of VUG, at an average price of $331.70, for a total of 6,204.00 shares. In addition, there have been 3 sales at an average price of $388.55 for 5,977.00 shares. Based on historical transaction data and VUG's current price of $441.98, Atlantic Edge Private Wealth Management, LLC's estimated gain on his VUG holdings is $364,855.52, reflecting a 17.73% gain to date.
Atlantic Edge Private Wealth Management, LLC VUG ($441.98) Holding Chart
Atlantic Edge Private Wealth Management, LLC VUG ($441.98) 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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