Latko Wealth Management, Ltd. VUG Holdings History
Number of Shares
11,109.00
Current Holdings Value*
$4.12 Mil
% of Portfolio
2.67%
Total Estimate Gain
$902,482.42
% of Total Estimate Gain
20.14%
Latko Wealth Management, Ltd.'s Vanguard Growth ETF Holding Summary
As of 2025-03-31, Latko Wealth Management, Ltd. held 11,109.00 shares of Vanguard Growth ETF(VUG), totaling $4.12 Mil. This investment constitutes 2.67% of their stock portfolio, and Latko Wealth Management, Ltd. now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $404.04 for 943.00 shares. Based on historical transaction data and VUG's current price of $450.40, Latko Wealth Management, Ltd.'s estimated gain on his VUG holdings is $902,482.42, reflecting a 20.14% gain to date.
Latko Wealth Management, Ltd. VUG ($450.40) Holding Chart
Latko Wealth Management, Ltd. 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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