Number of Shares
18,252.00
Current Holdings Value*
$6.77 Mil
% of Portfolio
1.45%
Total Estimate Gain
$11.88 Mil
% of Total Estimate Gain
44.75%

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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