Axis Wealth Partners, LLC VUG Holdings History
Axis Wealth Partners, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, Axis Wealth Partners, LLC held 7,765.00 shares of Vanguard Growth ETF(VUG), totaling $3.40 Mil. This investment constitutes 2.24% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q4. And since then Axis Wealth Partners, LLC has made 2 purchases of VUG, at an average price of $402.27, for a total of 7,765.00 shares. Based on historical transaction data and VUG's current price of $449.74, Axis Wealth Partners, LLC's estimated gain on his VUG holdings is $368,553.42, reflecting a 11.80% gain to date.
Axis Wealth Partners, LLC VUG ($449.74) Holding Chart
Axis Wealth Partners, LLC VUG ($449.74) 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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