FLAGSHIP WEALTH ADVISORS, LLC VUG Holdings History
Number of Shares
47,383.00
Current Holdings Value*
$17.57 Mil
% of Portfolio
7.4%
Total Estimate Gain
$2.12 Mil
% of Total Estimate Gain
11.09%
FLAGSHIP WEALTH ADVISORS, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, FLAGSHIP WEALTH ADVISORS, LLC held 47,383.00 shares of Vanguard Growth ETF(VUG), totaling $17.57 Mil. This investment constitutes 7.4% of their stock portfolio, and FLAGSHIP WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q4. And since then FLAGSHIP WEALTH ADVISORS, LLC has made 1 purchases of VUG, at an average price of $403.64, for a total of 47,383.00 shares. Based on historical transaction data and VUG's current price of $448.39, FLAGSHIP WEALTH ADVISORS, LLC's estimated gain on his VUG holdings is $2.12 Mil, reflecting a 11.09% gain to date.
FLAGSHIP WEALTH ADVISORS, LLC VUG ($448.39) Holding Chart
FLAGSHIP WEALTH ADVISORS, 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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