Pasadena Private Wealth, LLC VUG Holdings History
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 % |
Top Ranked Articles
- 1