Prosperity Planning, Inc. VUG Holdings History
Prosperity Planning, Inc.'s Vanguard Growth ETF Holding Summary
As of 2025-06-30, Prosperity Planning, Inc. held 46,784.00 shares of Vanguard Growth ETF(VUG), totaling $20.51 Mil. This investment constitutes 5.92% of their stock portfolio, and Prosperity Planning, Inc. now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2020Q4. And since then Prosperity Planning, Inc. has made 12 purchases of VUG, at an average price of $255.87, for a total of 47,605.00 shares. In addition, there have been 3 sales at an average price of $376.92 for 821.00 shares. Based on historical transaction data and VUG's current price of $447.28, Prosperity Planning, Inc.'s estimated gain on his VUG holdings is $9.05 Mil, reflecting a 74.33% gain to date.
Prosperity Planning, Inc. VUG ($447.28) Holding Chart
Prosperity Planning, Inc. VUG ($447.28) 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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