Lumature Wealth Partners, LLC VUG Holdings History
Lumature Wealth Partners, LLC's Vanguard Growth ETF Holding Summary
As of 2023-06-30, Lumature Wealth Partners, LLC held 29,503.00 shares of Vanguard Growth ETF(VUG), totaling $8.35 Mil. This investment constitutes 4.96% of their stock portfolio, and Lumature Wealth Partners, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2020Q4. And since then Lumature Wealth Partners, LLC has made 9 purchases of VUG, at an average price of $248.83, for a total of 30,617.00 shares. In addition, there have been 1 sales at an average price of $283.54 for 1,114.00 shares. Based on historical transaction data and VUG's current price of $450.40, Lumature Wealth Partners, LLC's estimated gain on his VUG holdings is $5.99 Mil, reflecting a 78.57% gain to date.
Lumature Wealth Partners, LLC VUG ($450.40) Holding Chart
Lumature Wealth Partners, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
