Peak Retirement Planning, Inc. VUG Holdings History
Number of Shares
9,692.00
Current Holdings Value*
$3.99 Mil
% of Portfolio
2.7%
Total Estimate Gain
$473,066.52
% of Total Estimate Gain
12.10%
Peak Retirement Planning, Inc.'s Vanguard Growth ETF Holding Summary
As of 2024-12-31, Peak Retirement Planning, Inc. held 9,692.00 shares of Vanguard Growth ETF(VUG), totaling $3.99 Mil. This investment constitutes 2.7% of their stock portfolio, and Peak Retirement Planning, Inc. now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and VUG's current price of $452.27, Peak Retirement Planning, Inc.'s estimated gain on his VUG holdings is $473,066.52, reflecting a 12.10% gain to date.
Peak Retirement Planning, Inc. VUG ($452.27) Holding Chart
Peak Retirement Planning, Inc. VUG ($452.27) 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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