Centricity Wealth Management, LLC VOOG Holdings History
Centricity Wealth Management, LLC's Vanguard S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Centricity Wealth Management, LLC held 9,906.00 shares of Vanguard S&P 500 Growth ETF(VOOG), totaling $3.31 Mil. This investment constitutes 3.01% of their stock portfolio, and Centricity Wealth Management, LLC now holds 0.02% of the outstanding Vanguard S&P 500 Growth ETF(VOOG) stock.
The initial trade took place in 2024Q4. And since then Centricity Wealth Management, LLC has made 1 purchases of VOOG, at an average price of $360.65, for a total of 9,906.00 shares. Based on historical transaction data and VOOG's current price of $399.24, Centricity Wealth Management, LLC's estimated gain on his VOOG holdings is $382,240.06, reflecting a 10.70% gain to date.
Centricity Wealth Management, LLC VOOG ($399.24) Holding Chart
Centricity Wealth Management, LLC VOOG ($399.24) 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
