Bay Harbor Wealth Management, LLC VUG Holdings History
Bay Harbor Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Bay Harbor Wealth Management, LLC held 47,676.00 shares of Vanguard Growth ETF(VUG), totaling $17.68 Mil. This investment constitutes 5.59% of their stock portfolio, and Bay Harbor Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q4. And since then Bay Harbor Wealth Management, LLC has made 12 purchases of VUG, at an average price of $168.80, for a total of 93,802.00 shares. In addition, there have been 13 sales at an average price of $310.84 for 46,126.00 shares. Based on historical transaction data and VUG's current price of $441.63, Bay Harbor Wealth Management, LLC's estimated gain on his VUG holdings is $19.56 Mil, reflecting a 123.53% gain to date.
Bay Harbor Wealth Management, LLC VUG ($441.63) Holding Chart
Bay Harbor Wealth Management, LLC VUG ($441.63) 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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