CIC Wealth, LLC VUG Holdings History
CIC Wealth, LLC's Vanguard Growth ETF Holding Summary
As of 2024-09-30, CIC Wealth, LLC held 4,083.00 shares of Vanguard Growth ETF(VUG), totaling $1.57 Mil. This investment constitutes 0.41% of their stock portfolio, and CIC Wealth, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2022Q4. And since then CIC Wealth, LLC has made 4 purchases of VUG, at an average price of $310.47, for a total of 5,165.00 shares. In addition, there have been 3 sales at an average price of $274.95 for 1,082.00 shares. Based on historical transaction data and VUG's current price of $436.40, CIC Wealth, LLC's estimated gain on his VUG holdings is $475,736.23, reflecting a 29.67% gain to date.
CIC Wealth, LLC VUG ($436.40) Holding Chart
CIC Wealth, LLC VUG ($436.40) 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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