INSPIRION WEALTH ADVISORS, LLC VUG Holdings History
INSPIRION WEALTH ADVISORS, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, INSPIRION WEALTH ADVISORS, LLC held 130,095.00 shares of Vanguard Growth ETF(VUG), totaling $57.03 Mil. This investment constitutes 7.55% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2014Q4. And since then INSPIRION WEALTH ADVISORS, LLC has made 24 purchases of VUG, at an average price of $138.85, for a total of 254,469.00 shares. In addition, there have been 8 sales at an average price of $157.84 for 124,374.00 shares. Based on historical transaction data and VUG's current price of $448.39, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his VUG holdings is $42.63 Mil, reflecting a 120.66% gain to date.
INSPIRION WEALTH ADVISORS, LLC VUG ($448.39) Holding Chart
INSPIRION WEALTH ADVISORS, 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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