Number of Shares
66,635.00
Current Holdings Value*
$24.71 Mil
% of Portfolio
3.54%
Total Estimate Gain
$3.75 Mil
% of Total Estimate Gain
4.99%

Onyx Bridge Wealth Group LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Onyx Bridge Wealth Group LLC held 66,635.00 shares of Vanguard Growth ETF(VUG), totaling $24.71 Mil. This investment constitutes 3.54% of their stock portfolio, and Onyx Bridge Wealth Group LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2020Q4. And since then Onyx Bridge Wealth Group LLC has made 11 purchases of VUG, at an average price of $308.58, for a total of 243,892.00 shares. In addition, there have been 6 sales at an average price of $277.19 for 177,257.00 shares. Based on historical transaction data and VUG's current price of $448.39, Onyx Bridge Wealth Group LLC's estimated gain on his VUG holdings is $3.75 Mil, reflecting a 4.99% gain to date.

Onyx Bridge Wealth Group LLC VUG ($448.39) Holding Chart

Onyx Bridge Wealth Group LLC VUG ($448.39) 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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