Number of Shares
148,405.00
Current Holdings Value*
$55.03 Mil
% of Portfolio
12.33%
Total Estimate Gain
$30.22 Mil
% of Total Estimate Gain
73.68%

PRESILIUM PRIVATE WEALTH, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, PRESILIUM PRIVATE WEALTH, LLC held 148,405.00 shares of Vanguard Growth ETF(VUG), totaling $55.03 Mil. This investment constitutes 12.33% of their stock portfolio, and PRESILIUM PRIVATE WEALTH, LLC now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2022Q4. And since then PRESILIUM PRIVATE WEALTH, LLC has made 5 purchases of VUG, at an average price of $251.30, for a total of 163,174.00 shares. In addition, there have been 4 sales at an average price of $316.75 for 14,769.00 shares. Based on historical transaction data and VUG's current price of $448.39, PRESILIUM PRIVATE WEALTH, LLC's estimated gain on his VUG holdings is $30.22 Mil, reflecting a 73.68% gain to date.

PRESILIUM PRIVATE WEALTH, LLC VUG ($448.39) Holding Chart

PRESILIUM PRIVATE WEALTH, 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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