PLANWISER FINANCIAL, LLC VUG Holdings History
Number of Shares
11,638.00
Current Holdings Value*
$4.48 Mil
% of Portfolio
4.05%
Total Estimate Gain
$510,326.30
% of Total Estimate Gain
10.84%
PLANWISER FINANCIAL, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, PLANWISER FINANCIAL, LLC held 11,638.00 shares of Vanguard Growth ETF(VUG), totaling $4.48 Mil. This investment constitutes 4.05% of their stock portfolio, and PLANWISER FINANCIAL, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and VUG's current price of $448.39, PLANWISER FINANCIAL, LLC's estimated gain on his VUG holdings is $510,326.30, reflecting a 10.84% gain to date.
PLANWISER FINANCIAL, LLC VUG ($448.39) Holding Chart
PLANWISER FINANCIAL, 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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