LAKE STREET PRIVATE WEALTH, LLC VUG Holdings History
LAKE STREET PRIVATE WEALTH, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, LAKE STREET PRIVATE WEALTH, LLC held 74,977.00 shares of Vanguard Growth ETF(VUG), totaling $27.80 Mil. This investment constitutes 4.53% of their stock portfolio, and LAKE STREET PRIVATE WEALTH, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q1. And since then LAKE STREET PRIVATE WEALTH, LLC has made 15 purchases of VUG, at an average price of $237.53, for a total of 101,908.00 shares. In addition, there have been 9 sales at an average price of $238.77 for 26,931.00 shares. Based on historical transaction data and VUG's current price of $450.40, LAKE STREET PRIVATE WEALTH, LLC's estimated gain on his VUG holdings is $15.99 Mil, reflecting a 66.07% gain to date.
LAKE STREET PRIVATE WEALTH, LLC VUG ($450.40) Holding Chart
LAKE STREET PRIVATE WEALTH, LLC VUG ($450.40) 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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