Five Pine Wealth Management VUG Holdings History
Number of Shares
34,851.00
Current Holdings Value*
$12.92 Mil
% of Portfolio
10.52%
Total Estimate Gain
$1.34 Mil
% of Total Estimate Gain
9.52%
Five Pine Wealth Management's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Five Pine Wealth Management held 34,851.00 shares of Vanguard Growth ETF(VUG), totaling $12.92 Mil. This investment constitutes 10.52% of their stock portfolio, and Five Pine Wealth Management now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q4. And since then Five Pine Wealth Management has made 1 purchases of VUG, at an average price of $403.56, for a total of 34,851.00 shares. Based on historical transaction data and VUG's current price of $441.98, Five Pine Wealth Management's estimated gain on his VUG holdings is $1.34 Mil, reflecting a 9.52% gain to date.
Five Pine Wealth Management VUG ($441.98) Holding Chart
Five Pine Wealth Management VUG ($441.98) 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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