OAK HILL WEALTH ADVISORS, LLC VUG Holdings History
OAK HILL WEALTH ADVISORS, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, OAK HILL WEALTH ADVISORS, LLC held 68,833.00 shares of Vanguard Growth ETF(VUG), totaling $30.17 Mil. This investment constitutes 6.25% of their stock portfolio, and OAK HILL WEALTH ADVISORS, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2022Q4. And since then OAK HILL WEALTH ADVISORS, LLC has made 6 purchases of VUG, at an average price of $390.06, for a total of 81,164.00 shares. In addition, there have been 4 sales at an average price of $360.61 for 12,331.00 shares. Based on historical transaction data and VUG's current price of $450.65, OAK HILL WEALTH ADVISORS, LLC's estimated gain on his VUG holdings is $3.81 Mil, reflecting a 12.03% gain to date.
OAK HILL WEALTH ADVISORS, LLC VUG ($450.65) Holding Chart
OAK HILL WEALTH ADVISORS, LLC VUG ($450.65) 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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