EverSource Wealth Advisors, LLC VUG Holdings History
EverSource Wealth Advisors, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, EverSource Wealth Advisors, LLC held 167,345.00 shares of Vanguard Growth ETF(VUG), totaling $62.06 Mil. This investment constitutes 3.43% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0.04% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then EverSource Wealth Advisors, LLC has made 12 purchases of VUG, at an average price of $277.09, for a total of 170,391.00 shares. In addition, there have been 1 sales at an average price of $329.94 for 3,046.00 shares. Based on historical transaction data and VUG's current price of $448.08, EverSource Wealth Advisors, LLC's estimated gain on his VUG holdings is $28.78 Mil, reflecting a 60.95% gain to date.
EverSource Wealth Advisors, LLC VUG ($448.08) Holding Chart
EverSource Wealth Advisors, LLC VUG ($448.08) 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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