MOKAN Wealth Management Inc. VUG Holdings History
MOKAN Wealth Management Inc.'s Vanguard Growth ETF Holding Summary
As of 2025-03-31, MOKAN Wealth Management Inc. held 13,062.00 shares of Vanguard Growth ETF(VUG), totaling $4.84 Mil. This investment constitutes 2.92% of their stock portfolio, and MOKAN Wealth Management Inc. now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q4. And since then MOKAN Wealth Management Inc. has made 1 purchases of VUG, at an average price of $403.61, for a total of 13,062.00 shares. Based on historical transaction data and VUG's current price of $452.27, MOKAN Wealth Management Inc.'s estimated gain on his VUG holdings is $635,637.06, reflecting a 12.06% gain to date.
MOKAN Wealth Management Inc. VUG ($452.27) Holding Chart
MOKAN Wealth Management 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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