Pine Harbor Wealth Management, LLC VUG Holdings History
Pine Harbor Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Pine Harbor Wealth Management, LLC held 18,354.00 shares of Vanguard Growth ETF(VUG), totaling $6.81 Mil. This investment constitutes 2.72% of their stock portfolio, and Pine Harbor Wealth Management, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q4. And since then Pine Harbor Wealth Management, LLC has made 4 purchases of VUG, at an average price of $321.03, for a total of 18,681.00 shares. In addition, there have been 1 sales at an average price of $329.94 for 327.00 shares. Based on historical transaction data and VUG's current price of $449.22, Pine Harbor Wealth Management, LLC's estimated gain on his VUG holdings is $2.36 Mil, reflecting a 39.28% gain to date.
Pine Harbor Wealth Management, LLC VUG ($449.22) Holding Chart
Pine Harbor Wealth Management, LLC VUG ($449.22) 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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