RMR Wealth Builders VUG Holdings History
RMR Wealth Builders's Vanguard Growth ETF Holding Summary
As of 2025-03-31, RMR Wealth Builders held 226,662.00 shares of Vanguard Growth ETF(VUG), totaling $84.05 Mil. This investment constitutes 8.85% of their stock portfolio, and RMR Wealth Builders now holds 0.05% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2020Q3. And since then RMR Wealth Builders has made 18 purchases of VUG, at an average price of $298.18, for a total of 228,162.00 shares. In addition, there have been 2 sales at an average price of $258.72 for 1,500.00 shares. Based on historical transaction data and VUG's current price of $441.98, RMR Wealth Builders's estimated gain on his VUG holdings is $32.53 Mil, reflecting a 47.82% gain to date.
RMR Wealth Builders VUG ($441.98) Holding Chart
RMR Wealth Builders VUG ($441.98) 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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