LifeSteps Financial, Inc. VUG Holdings History
LifeSteps Financial, Inc.'s Vanguard Growth ETF Holding Summary
As of 2025-06-30, LifeSteps Financial, Inc. held 4,358.00 shares of Vanguard Growth ETF(VUG), totaling $1.91 Mil. This investment constitutes 1.31% of their stock portfolio, and LifeSteps Financial, Inc. now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q4. And since then LifeSteps Financial, Inc. has made 5 purchases of VUG, at an average price of $174.71, for a total of 8,233.00 shares. In addition, there have been 16 sales at an average price of $284.27 for 3,875.00 shares. Based on historical transaction data and VUG's current price of $452.27, LifeSteps Financial, Inc.'s estimated gain on his VUG holdings is $1.63 Mil, reflecting a 113.61% gain to date.
LifeSteps Financial, Inc. VUG ($452.27) Holding Chart
LifeSteps Financial, Inc. VUG ($452.27) 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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