Monument Group Wealth Advisors, LLC VUG Holdings History
Monument Group Wealth Advisors, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Monument Group Wealth Advisors, LLC held 1,425.00 shares of Vanguard Growth ETF(VUG), totaling $528,430.00. This investment constitutes 0.37% of their stock portfolio, and Monument Group Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q4. And since then Monument Group Wealth Advisors, LLC has made 1 purchases of VUG, at an average price of $360.15, for a total of 2,322.00 shares. In addition, there have been 1 sales at an average price of $403.46 for 897.00 shares. Based on historical transaction data and VUG's current price of $453.83, Monument Group Wealth Advisors, LLC's estimated gain on his VUG holdings is $172,352.73, reflecting a 20.61% gain to date.
Monument Group Wealth Advisors, LLC VUG ($453.83) Holding Chart
Monument Group Wealth Advisors, LLC VUG ($453.83) 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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