Certus Wealth Management, LLC VUG Holdings History
Certus Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Certus Wealth Management, LLC held 25,547.00 shares of Vanguard Growth ETF(VUG), totaling $10.32 Mil. This investment constitutes 7.01% of their stock portfolio, and Certus Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q2. And since then Certus Wealth Management, LLC has made 4 purchases of VUG, at an average price of $321.53, for a total of 27,709.00 shares. In addition, there have been 3 sales at an average price of $341.16 for 2,162.00 shares. Based on historical transaction data and VUG's current price of $448.39, Certus Wealth Management, LLC's estimated gain on his VUG holdings is $3.28 Mil, reflecting a 36.85% gain to date.
Certus Wealth Management, LLC VUG ($448.39) Holding Chart
Certus 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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