CreativeOne Wealth, LLC VUG Holdings History
CreativeOne Wealth, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, CreativeOne Wealth, LLC held 184,561.00 shares of Vanguard Growth ETF(VUG), totaling $68.44 Mil. This investment constitutes 2.05% of their stock portfolio, and CreativeOne Wealth, LLC now holds 0.05% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q2. And since then CreativeOne Wealth, LLC has made 20 purchases of VUG, at an average price of $215.84, for a total of 258,209.00 shares. In addition, there have been 8 sales at an average price of $312.11 for 73,648.00 shares. Based on historical transaction data and VUG's current price of $448.39, CreativeOne Wealth, LLC's estimated gain on his VUG holdings is $50.01 Mil, reflecting a 89.73% gain to date.
CreativeOne Wealth, LLC VUG ($448.39) Holding Chart
CreativeOne Wealth, 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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