Compound Planning, Inc. VUG Holdings History
Compound Planning, Inc.'s Vanguard Growth ETF Holding Summary
As of 2025-03-31, Compound Planning, Inc. held 74,873.00 shares of Vanguard Growth ETF(VUG), totaling $27.76 Mil. This investment constitutes 1.27% of their stock portfolio, and Compound Planning, Inc. now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q1. And since then Compound Planning, Inc. has made 7 purchases of VUG, at an average price of $381.92, for a total of 74,915.00 shares. In addition, there have been 1 sales at an average price of $349.89 for 42.00 shares. Based on historical transaction data and VUG's current price of $448.08, Compound Planning, Inc.'s estimated gain on his VUG holdings is $4.95 Mil, reflecting a 17.31% gain to date.
Compound Planning, Inc. VUG ($448.08) Holding Chart
Compound Planning, Inc. VUG ($448.08) 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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