CONTINUUM WEALTH ADVISORS, LLC VUG Holdings History
CONTINUUM WEALTH ADVISORS, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, CONTINUUM WEALTH ADVISORS, LLC held 16,549.00 shares of Vanguard Growth ETF(VUG), totaling $6.14 Mil. This investment constitutes 3.15% of their stock portfolio, and CONTINUUM WEALTH ADVISORS, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q1. And since then CONTINUUM WEALTH ADVISORS, LLC has made 4 purchases of VUG, at an average price of $338.47, for a total of 18,400.00 shares. In addition, there have been 1 sales at an average price of $371.47 for 1,851.00 shares. Based on historical transaction data and VUG's current price of $448.39, CONTINUUM WEALTH ADVISORS, LLC's estimated gain on his VUG holdings is $1.88 Mil, reflecting a 30.19% gain to date.
CONTINUUM WEALTH ADVISORS, LLC VUG ($448.39) Holding Chart
CONTINUUM WEALTH ADVISORS, LLC VUG ($448.39) 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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