Holistic Planning, LLC VUG Holdings History
Holistic Planning, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Holistic Planning, LLC held 15,445.00 shares of Vanguard Growth ETF(VUG), totaling $5.73 Mil. This investment constitutes 1.94% of their stock portfolio, and Holistic Planning, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q4. And since then Holistic Planning, LLC has made 3 purchases of VUG, at an average price of $322.12, for a total of 15,822.00 shares. In addition, there have been 1 sales at an average price of $329.94 for 377.00 shares. Based on historical transaction data and VUG's current price of $448.39, Holistic Planning, LLC's estimated gain on his VUG holdings is $1.95 Mil, reflecting a 38.32% gain to date.
Holistic Planning, LLC VUG ($448.39) Holding Chart
Holistic Planning, 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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