BROWN WEALTH MANAGEMENT, LLC VUG Holdings History
BROWN WEALTH MANAGEMENT, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, BROWN WEALTH MANAGEMENT, LLC held 66,590.00 shares of Vanguard Growth ETF(VUG), totaling $24.69 Mil. This investment constitutes 8.49% of their stock portfolio, and BROWN WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q2. And since then BROWN WEALTH MANAGEMENT, LLC has made 6 purchases of VUG, at an average price of $310.16, for a total of 70,419.00 shares. In addition, there have been 1 sales at an average price of $289.62 for 3,829.00 shares. Based on historical transaction data and VUG's current price of $447.28, BROWN WEALTH MANAGEMENT, LLC's estimated gain on his VUG holdings is $9.05 Mil, reflecting a 41.45% gain to date.
BROWN WEALTH MANAGEMENT, LLC VUG ($447.28) Holding Chart
BROWN WEALTH MANAGEMENT, LLC VUG ($447.28) 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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