Ledge Wealth Management, Inc. VUG Holdings History
Ledge Wealth Management, Inc.'s Vanguard Growth ETF Holding Summary
As of 2023-12-31, Ledge Wealth Management, Inc. held 59,902.00 shares of Vanguard Growth ETF(VUG), totaling $18.62 Mil. This investment constitutes 7.24% of their stock portfolio, and Ledge Wealth Management, Inc. now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2022Q1. And since then Ledge Wealth Management, Inc. has made 7 purchases of VUG, at an average price of $248.39, for a total of 59,902.00 shares. Based on historical transaction data and VUG's current price of $448.39, Ledge Wealth Management, Inc.'s estimated gain on his VUG holdings is $11.98 Mil, reflecting a 80.52% gain to date.
Ledge Wealth Management, Inc. VUG ($448.39) Holding Chart
Ledge Wealth Management, Inc. VUG ($448.39) 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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