MGB Wealth Management, LLC VUG Holdings History
MGB Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, MGB Wealth Management, LLC held 780.00 shares of Vanguard Growth ETF(VUG), totaling $288,940.00. This investment constitutes 0.1% of their stock portfolio, and MGB Wealth Management, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q4. And since then MGB Wealth Management, LLC has made 2 purchases of VUG, at an average price of $294.08, for a total of 9,183.00 shares. In addition, there have been 2 sales at an average price of $404.36 for 8,403.00 shares. Based on historical transaction data and VUG's current price of $450.40, MGB Wealth Management, LLC's estimated gain on his VUG holdings is $1.05 Mil, reflecting a 38.83% gain to date.
MGB Wealth Management, LLC VUG ($450.40) Holding Chart
MGB Wealth Management, 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 % | |||
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