ROBINSON SMITH WEALTH ADVISORS LLC VUG Holdings History
ROBINSON SMITH WEALTH ADVISORS LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, ROBINSON SMITH WEALTH ADVISORS LLC held 3,802.00 shares of Vanguard Growth ETF(VUG), totaling $1.41 Mil. This investment constitutes 1.18% of their stock portfolio, and ROBINSON SMITH WEALTH ADVISORS LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q4. And since then ROBINSON SMITH WEALTH ADVISORS LLC has made 2 purchases of VUG, at an average price of $290.15, for a total of 7,470.00 shares. In addition, there have been 3 sales at an average price of $372.08 for 3,668.00 shares. Based on historical transaction data and VUG's current price of $450.40, ROBINSON SMITH WEALTH ADVISORS LLC's estimated gain on his VUG holdings is $909,779.20, reflecting a 41.97% gain to date.
ROBINSON SMITH WEALTH ADVISORS LLC VUG ($450.40) Holding Chart
ROBINSON SMITH WEALTH ADVISORS 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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