Innovative Wealth Building LLC VUG Holdings History
Number of Shares
2,030.00
Current Holdings Value*
$752,790.00
% of Portfolio
0.69%
Total Estimate Gain
$66,141.36
% of Total Estimate Gain
8.07%
Innovative Wealth Building LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Innovative Wealth Building LLC held 2,030.00 shares of Vanguard Growth ETF(VUG), totaling $752,790.00. This investment constitutes 0.69% of their stock portfolio, and Innovative Wealth Building LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q4. And since then Innovative Wealth Building LLC has made 1 purchases of VUG, at an average price of $403.82, for a total of 2,030.00 shares. Based on historical transaction data and VUG's current price of $436.40, Innovative Wealth Building LLC's estimated gain on his VUG holdings is $66,141.36, reflecting a 8.07% gain to date.
Innovative Wealth Building LLC VUG ($436.40) Holding Chart
Innovative Wealth Building LLC VUG ($436.40) 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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