IVC Wealth Advisors LLC VUG Holdings History
IVC Wealth Advisors LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, IVC Wealth Advisors LLC held 48,357.00 shares of Vanguard Growth ETF(VUG), totaling $17.93 Mil. This investment constitutes 9.65% of their stock portfolio, and IVC Wealth Advisors LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2020Q4. And since then IVC Wealth Advisors LLC has made 8 purchases of VUG, at an average price of $247.52, for a total of 72,078.00 shares. In addition, there have been 9 sales at an average price of $271.06 for 23,721.00 shares. Based on historical transaction data and VUG's current price of $450.00, IVC Wealth Advisors LLC's estimated gain on his VUG holdings is $10.35 Mil, reflecting a 58.01% gain to date.
IVC Wealth Advisors LLC VUG ($450.00) Holding Chart
IVC Wealth Advisors LLC VUG ($450.00) 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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