INVICTUS PRIVATE WEALTH, LLC VUG Holdings History
INVICTUS PRIVATE WEALTH, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, INVICTUS PRIVATE WEALTH, LLC held 399,923.00 shares of Vanguard Growth ETF(VUG), totaling $148.30 Mil. This investment constitutes 11.76% of their stock portfolio, and INVICTUS PRIVATE WEALTH, LLC now holds 0.11% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q1. And since then INVICTUS PRIVATE WEALTH, LLC has made 8 purchases of VUG, at an average price of $244.57, for a total of 399,923.00 shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and VUG's current price of $442.80, INVICTUS PRIVATE WEALTH, LLC's estimated gain on his VUG holdings is $79.28 Mil, reflecting a 81.05% gain to date.
INVICTUS PRIVATE WEALTH, LLC VUG ($442.80) Holding Chart
INVICTUS PRIVATE WEALTH, LLC VUG ($442.80) 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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