CAPITAL WEALTH MANAGEMENT, LLC VUG Holdings History
CAPITAL WEALTH MANAGEMENT, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, CAPITAL WEALTH MANAGEMENT, LLC held 66,021.00 shares of Vanguard Growth ETF(VUG), totaling $28.94 Mil. This investment constitutes 10.79% of their stock portfolio, and CAPITAL WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q2. And since then CAPITAL WEALTH MANAGEMENT, LLC has made 10 purchases of VUG, at an average price of $167.53, for a total of 136,935.00 shares. In addition, there have been 19 sales at an average price of $233.55 for 70,914.00 shares. Based on historical transaction data and VUG's current price of $450.40, CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his VUG holdings is $23.36 Mil, reflecting a 101.82% gain to date.
CAPITAL WEALTH MANAGEMENT, LLC VUG ($450.40) Holding Chart
CAPITAL 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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