Connecticut Wealth Management, LLC VUG Holdings History
Connecticut Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Connecticut Wealth Management, LLC held 118,122.00 shares of Vanguard Growth ETF(VUG), totaling $43.80 Mil. This investment constitutes 2.29% of their stock portfolio, and Connecticut Wealth Management, LLC now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q2. And since then Connecticut Wealth Management, LLC has made 12 purchases of VUG, at an average price of $286.06, for a total of 251,461.00 shares. In addition, there have been 14 sales at an average price of $385.64 for 133,339.00 shares. Based on historical transaction data and VUG's current price of $452.27, Connecticut Wealth Management, LLC's estimated gain on his VUG holdings is $32.91 Mil, reflecting a 45.76% gain to date.
Connecticut Wealth Management, LLC VUG ($452.27) Holding Chart
Connecticut Wealth Management, LLC VUG ($452.27) 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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