Prestige Wealth Management Group LLC VUG Holdings History
Prestige Wealth Management Group LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Prestige Wealth Management Group LLC held 18,252.00 shares of Vanguard Growth ETF(VUG), totaling $6.77 Mil. This investment constitutes 1.45% of their stock portfolio, and Prestige Wealth Management Group LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2020Q1. And since then Prestige Wealth Management Group LLC has made 9 purchases of VUG, at an average price of $225.96, for a total of 117,539.00 shares. In addition, there have been 12 sales at an average price of $304.39 for 99,287.00 shares. Based on historical transaction data and VUG's current price of $450.40, Prestige Wealth Management Group LLC's estimated gain on his VUG holdings is $11.88 Mil, reflecting a 44.75% gain to date.
Prestige Wealth Management Group LLC VUG ($450.40) Holding Chart
Prestige Wealth Management Group LLC VUG ($450.40) 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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