Number of Shares
169,950.00
Current Holdings Value*
$63.02 Mil
% of Portfolio
12.14%
Total Estimate Gain
$50.06 Mil
% of Total Estimate Gain
104.42%

Pasadena Private Wealth, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Pasadena Private Wealth, LLC held 169,950.00 shares of Vanguard Growth ETF(VUG), totaling $63.02 Mil. This investment constitutes 12.14% of their stock portfolio, and Pasadena Private Wealth, LLC now holds 0.05% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2018Q4. And since then Pasadena Private Wealth, LLC has made 14 purchases of VUG, at an average price of $185.80, for a total of 258,015.00 shares. In addition, there have been 10 sales at an average price of $247.52 for 88,065.00 shares. Based on historical transaction data and VUG's current price of $448.39, Pasadena Private Wealth, LLC's estimated gain on his VUG holdings is $50.06 Mil, reflecting a 104.42% gain to date.

Pasadena Private Wealth, LLC VUG ($448.39) Holding Chart

Pasadena 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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