Principle Wealth Partners LLC VUG Holdings History
Principle Wealth Partners LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Principle Wealth Partners LLC held 124,542.00 shares of Vanguard Growth ETF(VUG), totaling $46.18 Mil. This investment constitutes 3.3% of their stock portfolio, and Principle Wealth Partners LLC now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q4. And since then Principle Wealth Partners LLC has made 16 purchases of VUG, at an average price of $215.56, for a total of 230,995.00 shares. In addition, there have been 9 sales at an average price of $232.46 for 106,453.00 shares. Based on historical transaction data and VUG's current price of $448.39, Principle Wealth Partners LLC's estimated gain on his VUG holdings is $30.80 Mil, reflecting a 61.85% gain to date.
Principle Wealth Partners LLC VUG ($448.39) Holding Chart
Principle Wealth Partners LLC VUG ($448.39) 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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