Journey Beyond Wealth, LLC VUG Holdings History
Journey Beyond Wealth, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Journey Beyond Wealth, LLC held 15,099.00 shares of Vanguard Growth ETF(VUG), totaling $5.60 Mil. This investment constitutes 5.23% of their stock portfolio, and Journey Beyond Wealth, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q4. And since then Journey Beyond Wealth, LLC has made 1 purchases of VUG, at an average price of $403.52, for a total of 15,099.00 shares. Based on historical transaction data and VUG's current price of $441.63, Journey Beyond Wealth, LLC's estimated gain on his VUG holdings is $575,433.51, reflecting a 9.44% gain to date.
Journey Beyond Wealth, LLC VUG ($441.63) Holding Chart
Journey Beyond Wealth, LLC VUG ($441.63) 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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