Birchcreek Wealth Management, LLC VUG Holdings History
Birchcreek Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Birchcreek Wealth Management, LLC held 9,553.00 shares of Vanguard Growth ETF(VUG), totaling $3.54 Mil. This investment constitutes 2.24% of their stock portfolio, and Birchcreek Wealth Management, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2020Q4. And since then Birchcreek Wealth Management, LLC has made 10 purchases of VUG, at an average price of $254.37, for a total of 16,373.00 shares. In addition, there have been 7 sales at an average price of $327.85 for 6,820.00 shares. Based on historical transaction data and VUG's current price of $452.27, Birchcreek Wealth Management, LLC's estimated gain on his VUG holdings is $2.39 Mil, reflecting a 57.42% gain to date.
Birchcreek Wealth Management, LLC VUG ($452.27) Holding Chart
Birchcreek Wealth Management, LLC VUG ($452.27) 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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