Investment Advisory Group, LLC VUG Holdings History
Investment Advisory Group, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Investment Advisory Group, LLC held 53,236.00 shares of Vanguard Growth ETF(VUG), totaling $19.74 Mil. This investment constitutes 6.6% of their stock portfolio, and Investment Advisory Group, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then Investment Advisory Group, LLC has made 13 purchases of VUG, at an average price of $306.28, for a total of 53,236.00 shares. Based on historical transaction data and VUG's current price of $452.27, Investment Advisory Group, LLC's estimated gain on his VUG holdings is $7.77 Mil, reflecting a 47.66% gain to date.
Investment Advisory Group, LLC VUG ($452.27) Holding Chart
Investment Advisory Group, LLC VUG ($452.27) 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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