Number of Shares
66,590.00
Current Holdings Value*
$24.69 Mil
% of Portfolio
8.49%
Total Estimate Gain
$9.26 Mil
% of Total Estimate Gain
42.40%

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 $450.40, BROWN WEALTH MANAGEMENT, LLC's estimated gain on his VUG holdings is $9.26 Mil, reflecting a 42.40% gain to date.

BROWN WEALTH MANAGEMENT, LLC VUG ($450.40) Holding Chart

BROWN WEALTH MANAGEMENT, LLC VUG ($450.40) 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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