MISSION WEALTH MANAGEMENT, LP VUG Holdings History
MISSION WEALTH MANAGEMENT, LP's Vanguard Growth ETF Holding Summary
As of 2025-03-31, MISSION WEALTH MANAGEMENT, LP held 996,704.00 shares of Vanguard Growth ETF(VUG), totaling $369.60 Mil. This investment constitutes 9.07% of their stock portfolio, and MISSION WEALTH MANAGEMENT, LP now holds 0.23% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q2. And since then MISSION WEALTH MANAGEMENT, LP has made 19 purchases of VUG, at an average price of $227.03, for a total of 1.07 Mil shares. In addition, there have been 9 sales at an average price of $305.40 for 68,750.00 shares. Based on historical transaction data and VUG's current price of $441.98, MISSION WEALTH MANAGEMENT, LP's estimated gain on his VUG holdings is $219.63 Mil, reflecting a 90.80% gain to date.
MISSION WEALTH MANAGEMENT, LP VUG ($441.98) Holding Chart
MISSION WEALTH MANAGEMENT, LP VUG ($441.98) 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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