One Charles Private Wealth Services, LLC VUG Holdings History
One Charles Private Wealth Services, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, One Charles Private Wealth Services, LLC held 28,879.00 shares of Vanguard Growth ETF(VUG), totaling $10.71 Mil. This investment constitutes 3.47% of their stock portfolio, and One Charles Private Wealth Services, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q4. And since then One Charles Private Wealth Services, LLC has made 14 purchases of VUG, at an average price of $241.61, for a total of 65,390.00 shares. In addition, there have been 7 sales at an average price of $203.24 for 36,511.00 shares. Based on historical transaction data and VUG's current price of $436.40, One Charles Private Wealth Services, LLC's estimated gain on his VUG holdings is $4.22 Mil, reflecting a 26.74% gain to date.
One Charles Private Wealth Services, LLC VUG ($436.40) Holding Chart
One Charles Private Wealth Services, LLC VUG ($436.40) 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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