DEFINED WEALTH MANAGEMENT, LLC VUG Holdings History
DEFINED WEALTH MANAGEMENT, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, DEFINED WEALTH MANAGEMENT, LLC held 16,360.00 shares of Vanguard Growth ETF(VUG), totaling $7.17 Mil. This investment constitutes 4.44% of their stock portfolio, and DEFINED WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q1. And since then DEFINED WEALTH MANAGEMENT, LLC has made 5 purchases of VUG, at an average price of $250.74, for a total of 20,866.00 shares. In addition, there have been 5 sales at an average price of $376.49 for 4,506.00 shares. Based on historical transaction data and VUG's current price of $448.39, DEFINED WEALTH MANAGEMENT, LLC's estimated gain on his VUG holdings is $3.80 Mil, reflecting a 72.63% gain to date.
DEFINED WEALTH MANAGEMENT, LLC VUG ($448.39) Holding Chart
DEFINED WEALTH MANAGEMENT, 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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