Level Financial Advisors VUG Holdings History
Level Financial Advisors's Vanguard Growth ETF Holding Summary
As of 2025-06-30, Level Financial Advisors held 17,146.00 shares of Vanguard Growth ETF(VUG), totaling $7.52 Mil. This investment constitutes 2.34% of their stock portfolio, and Level Financial Advisors now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then Level Financial Advisors has made 10 purchases of VUG, at an average price of $367.03, for a total of 17,748.00 shares. In addition, there have been 4 sales at an average price of $242.66 for 602.00 shares. Based on historical transaction data and VUG's current price of $449.79, Level Financial Advisors's estimated gain on his VUG holdings is $1.34 Mil, reflecting a 20.63% gain to date.
Level Financial Advisors VUG ($449.79) Holding Chart
Level Financial Advisors VUG ($449.79) 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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