Cassady Schiller Wealth Management, LLC VUG Holdings History
Cassady Schiller Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2024-12-31, Cassady Schiller Wealth Management, LLC held 83,379.00 shares of Vanguard Growth ETF(VUG), totaling $34.22 Mil. This investment constitutes 12.72% of their stock portfolio, and Cassady Schiller Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then Cassady Schiller Wealth Management, LLC has made 8 purchases of VUG, at an average price of $331.18, for a total of 94,017.00 shares. In addition, there have been 4 sales at an average price of $240.00 for 10,638.00 shares. Based on historical transaction data and VUG's current price of $448.39, Cassady Schiller Wealth Management, LLC's estimated gain on his VUG holdings is $8.80 Mil, reflecting a 28.27% gain to date.
Cassady Schiller Wealth Management, LLC VUG ($448.39) Holding Chart
Cassady Schiller Wealth Management, 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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