RWA WEALTH PARTNERS, LLC VUG Holdings History
RWA WEALTH PARTNERS, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, RWA WEALTH PARTNERS, LLC held 2.48 Mil shares of Vanguard Growth ETF(VUG), totaling $920.30 Mil. This investment constitutes 11.6% of their stock portfolio, and RWA WEALTH PARTNERS, LLC now holds 0.66% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q2. And since then RWA WEALTH PARTNERS, LLC has made 19 purchases of VUG, at an average price of $221.35, for a total of 2.99 Mil shares. In addition, there have been 9 sales at an average price of $307.26 for 503,767.00 shares. Based on historical transaction data and VUG's current price of $442.31, RWA WEALTH PARTNERS, LLC's estimated gain on his VUG holdings is $591.67 Mil, reflecting a 89.53% gain to date.
RWA WEALTH PARTNERS, LLC VUG ($442.31) Holding Chart
RWA WEALTH PARTNERS, LLC VUG ($442.31) 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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