HOHIMER WEALTH MANAGEMENT, LLC VUG Holdings History
HOHIMER WEALTH MANAGEMENT, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, HOHIMER WEALTH MANAGEMENT, LLC held 34,473.00 shares of Vanguard Growth ETF(VUG), totaling $12.78 Mil. This investment constitutes 2.49% of their stock portfolio, and HOHIMER WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q4. And since then HOHIMER WEALTH MANAGEMENT, LLC has made 15 purchases of VUG, at an average price of $267.74, for a total of 49,192.00 shares. In addition, there have been 6 sales at an average price of $275.57 for 14,719.00 shares. Based on historical transaction data and VUG's current price of $447.28, HOHIMER WEALTH MANAGEMENT, LLC's estimated gain on his VUG holdings is $6.30 Mil, reflecting a 47.87% gain to date.
HOHIMER WEALTH MANAGEMENT, LLC VUG ($447.28) Holding Chart
HOHIMER WEALTH MANAGEMENT, LLC VUG ($447.28) 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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