Peninsula Wealth, LLC VUG Holdings History
Peninsula Wealth, LLC's Vanguard Growth ETF Holding Summary
As of 2024-12-31, Peninsula Wealth, LLC held 137,745.00 shares of Vanguard Growth ETF(VUG), totaling $56.54 Mil. This investment constitutes 9.64% of their stock portfolio, and Peninsula Wealth, LLC now holds 0.04% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q2. And since then Peninsula Wealth, LLC has made 15 purchases of VUG, at an average price of $155.98, for a total of 297,258.00 shares. In addition, there have been 12 sales at an average price of $302.22 for 159,513.00 shares. Based on historical transaction data and VUG's current price of $444.16, Peninsula Wealth, LLC's estimated gain on his VUG holdings is $63.02 Mil, reflecting a 135.92% gain to date.
Peninsula Wealth, LLC VUG ($444.16) Holding Chart
Peninsula Wealth, LLC VUG ($444.16) 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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