Marshall & Sterling Wealth Advisors Inc. VUG Holdings History
Marshall & Sterling Wealth Advisors Inc.'s Vanguard Growth ETF Holding Summary
As of 2025-03-31, Marshall & Sterling Wealth Advisors Inc. held 14,232.00 shares of Vanguard Growth ETF(VUG), totaling $5.28 Mil. This investment constitutes 3.59% of their stock portfolio, and Marshall & Sterling Wealth Advisors Inc. now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $404.54 for 4,612.00 shares. Based on historical transaction data and VUG's current price of $450.40, Marshall & Sterling Wealth Advisors Inc.'s estimated gain on his VUG holdings is $673,031.04, reflecting a 8.85% gain to date.
Marshall & Sterling Wealth Advisors Inc. VUG ($450.40) Holding Chart
Marshall & Sterling Wealth Advisors Inc. 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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