Peterson Wealth Services VUG Holdings History
Peterson Wealth Services's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Peterson Wealth Services held 61,774.00 shares of Vanguard Growth ETF(VUG), totaling $22.91 Mil. This investment constitutes 7.1% of their stock portfolio, and Peterson Wealth Services now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then Peterson Wealth Services has made 5 purchases of VUG, at an average price of $307.38, for a total of 122,855.00 shares. In addition, there have been 8 sales at an average price of $295.24 for 61,081.00 shares. Based on historical transaction data and VUG's current price of $450.00, Peterson Wealth Services's estimated gain on his VUG holdings is $8.07 Mil, reflecting a 21.37% gain to date.
Peterson Wealth Services VUG ($450.00) Holding Chart
Peterson Wealth Services VUG ($450.00) 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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