Howard Wealth Management, LLC VUG Holdings History
Howard Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Howard Wealth Management, LLC held 36,675.00 shares of Vanguard Growth ETF(VUG), totaling $13.60 Mil. This investment constitutes 7.58% of their stock portfolio, and Howard 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 Howard Wealth Management, LLC has made 14 purchases of VUG, at an average price of $198.95, for a total of 42,188.00 shares. In addition, there have been 7 sales at an average price of $267.35 for 5,513.00 shares. Based on historical transaction data and VUG's current price of $438.71, Howard Wealth Management, LLC's estimated gain on his VUG holdings is $9.17 Mil, reflecting a 109.26% gain to date.
Howard Wealth Management, LLC VUG ($438.71) Holding Chart
Howard Wealth Management, LLC VUG ($438.71) 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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