GeoWealth Management, LLC VUG Holdings History
GeoWealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 1,644.00 shares of Vanguard Growth ETF(VUG), totaling $609,630.00. This investment constitutes 0.02% of their stock portfolio, and GeoWealth Management, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q3. And since then GeoWealth Management, LLC has made 10 purchases of VUG, at an average price of $267.58, for a total of 310,306.00 shares. In addition, there have been 9 sales at an average price of $264.64 for 308,662.00 shares. Based on historical transaction data and VUG's current price of $449.74, GeoWealth Management, LLC's estimated gain on his VUG holdings is $-608,278.38, reflecting a -0.73% gain to date.
GeoWealth Management, LLC VUG ($449.74) Holding Chart
GeoWealth Management, LLC VUG ($449.74) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
