Number of Shares
12,885.00
Current Holdings Value*
$4.78 Mil
% of Portfolio
2.33%
Total Estimate Gain
$3.03 Mil
% of Total Estimate Gain
53.84%

CATALYST PRIVATE WEALTH, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, CATALYST PRIVATE WEALTH, LLC held 12,885.00 shares of Vanguard Growth ETF(VUG), totaling $4.78 Mil. This investment constitutes 2.33% of their stock portfolio, and CATALYST PRIVATE WEALTH, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2020Q3. And since then CATALYST PRIVATE WEALTH, LLC has made 11 purchases of VUG, at an average price of $239.64, for a total of 23,503.00 shares. In addition, there have been 8 sales at an average price of $283.69 for 10,618.00 shares. Based on historical transaction data and VUG's current price of $438.71, CATALYST PRIVATE WEALTH, LLC's estimated gain on his VUG holdings is $3.03 Mil, reflecting a 53.84% gain to date.

CATALYST PRIVATE WEALTH, LLC VUG ($438.71) Holding Chart

CATALYST PRIVATE WEALTH, LLC VUG ($438.71) 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 %

Top Ranked Articles

  • 1