BEACON FINANCIAL GROUP VUG Holdings History
BEACON FINANCIAL GROUP's Vanguard Growth ETF Holding Summary
As of 2025-03-31, BEACON FINANCIAL GROUP held 52,818.00 shares of Vanguard Growth ETF(VUG), totaling $19.59 Mil. This investment constitutes 2.14% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2014Q1. And since then BEACON FINANCIAL GROUP has made 15 purchases of VUG, at an average price of $162.33, for a total of 187,362.00 shares. In addition, there have been 14 sales at an average price of $126.54 for 134,544.00 shares. Based on historical transaction data and VUG's current price of $433.69, BEACON FINANCIAL GROUP's estimated gain on his VUG holdings is $9.52 Mil, reflecting a 31.29% gain to date.
BEACON FINANCIAL GROUP VUG ($433.69) Holding Chart
BEACON FINANCIAL GROUP VUG ($433.69) 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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