Crown Wealth Group, LLC VUG Holdings History
Crown Wealth Group, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, Crown Wealth Group, LLC held 18,377.00 shares of Vanguard Growth ETF(VUG), totaling $8.06 Mil. This investment constitutes 3.03% of their stock portfolio, and Crown Wealth Group, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2022Q1. And since then Crown Wealth Group, LLC has made 6 purchases of VUG, at an average price of $356.83, for a total of 21,448.00 shares. In addition, there have been 4 sales at an average price of $323.90 for 3,071.00 shares. Based on historical transaction data and VUG's current price of $448.39, Crown Wealth Group, LLC's estimated gain on his VUG holdings is $1.58 Mil, reflecting a 20.67% gain to date.
Crown Wealth Group, LLC VUG ($448.39) Holding Chart
Crown Wealth Group, 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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