Connecticut Wealth Management, LLC VOOG Holdings History
Connecticut Wealth Management, LLC's Vanguard S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Connecticut Wealth Management, LLC held 65,759.00 shares of Vanguard S&P 500 Growth ETF(VOOG), totaling $22.00 Mil. This investment constitutes 1.15% of their stock portfolio, and Connecticut Wealth Management, LLC now holds 0.16% of the outstanding Vanguard S&P 500 Growth ETF(VOOG) stock.
The initial trade took place in 2018Q3. And since then Connecticut Wealth Management, LLC has made 6 purchases of VOOG, at an average price of $204.51, for a total of 533,750.00 shares. In addition, there have been 20 sales at an average price of $210.84 for 467,991.00 shares. Based on historical transaction data and VOOG's current price of $408.53, Connecticut Wealth Management, LLC's estimated gain on his VOOG holdings is $16.38 Mil, reflecting a 15.01% gain to date.
Connecticut Wealth Management, LLC VOOG ($408.53) Holding Chart
Connecticut Wealth Management, LLC VOOG ($408.53) 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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