CW Advisors, LLC VUG Holdings History
CW Advisors, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, CW Advisors, LLC held 119,836.00 shares of Vanguard Growth ETF(VUG), totaling $45.26 Mil. This investment constitutes 0.54% of their stock portfolio, and CW Advisors, LLC now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then CW Advisors, LLC has made 6 purchases of VUG, at an average price of $374.01, for a total of 124,848.00 shares. In addition, there have been 6 sales at an average price of $296.52 for 5,012.00 shares. Based on historical transaction data and VUG's current price of $448.39, CW Advisors, LLC's estimated gain on his VUG holdings is $8.53 Mil, reflecting a 18.26% gain to date.
CW Advisors, LLC VUG ($448.39) Holding Chart
CW 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
