BIP Wealth, LLC VUG Holdings History
BIP Wealth, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, BIP Wealth, LLC held 25,247.00 shares of Vanguard Growth ETF(VUG), totaling $9.36 Mil. This investment constitutes 0.61% of their stock portfolio, and BIP Wealth, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q1. And since then BIP Wealth, LLC has made 6 purchases of VUG, at an average price of $336.25, for a total of 25,875.00 shares. In addition, there have been 2 sales at an average price of $260.58 for 628.00 shares. Based on historical transaction data and VUG's current price of $448.39, BIP Wealth, LLC's estimated gain on his VUG holdings is $2.78 Mil, reflecting a 32.00% gain to date.
BIP Wealth, LLC VUG ($448.39) Holding Chart
BIP Wealth, 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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