Olistico Wealth, LLC VUG Holdings History
Olistico Wealth, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, Olistico Wealth, LLC held 42,277.00 shares of Vanguard Growth ETF(VUG), totaling $18.53 Mil. This investment constitutes 10.29% of their stock portfolio, and Olistico Wealth, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2022Q4. And since then Olistico Wealth, LLC has made 7 purchases of VUG, at an average price of $255.85, for a total of 46,837.00 shares. In addition, there have been 3 sales at an average price of $347.68 for 4,560.00 shares. Based on historical transaction data and VUG's current price of $447.28, Olistico Wealth, LLC's estimated gain on his VUG holdings is $8.51 Mil, reflecting a 71.03% gain to date.
Olistico Wealth, LLC VUG ($447.28) Holding Chart
Olistico Wealth, 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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