Number of Shares
68,833.00
Current Holdings Value*
$30.17 Mil
% of Portfolio
6.25%
Total Estimate Gain
$3.58 Mil
% of Total Estimate Gain
11.30%

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 $447.28, OAK HILL WEALTH ADVISORS, LLC's estimated gain on his VUG holdings is $3.58 Mil, reflecting a 11.30% gain to date.

OAK HILL WEALTH ADVISORS, LLC VUG ($447.28) Holding Chart

OAK HILL WEALTH ADVISORS, LLC VUG ($447.28) 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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