BAKER TILLY WEALTH MANAGEMENT, LLC VUG Holdings History
BAKER TILLY WEALTH MANAGEMENT, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held 1,378.00 shares of Vanguard Growth ETF(VUG), totaling $604,120.00. This investment constitutes 0.22% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q2. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 6 purchases of VUG, at an average price of $244.58, for a total of 33,300.00 shares. In addition, there have been 7 sales at an average price of $280.05 for 31,922.00 shares. Based on historical transaction data and VUG's current price of $448.39, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his VUG holdings is $1.41 Mil, reflecting a 17.35% gain to date.
BAKER TILLY WEALTH MANAGEMENT, LLC VUG ($448.39) Holding Chart
BAKER TILLY 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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