SAGE PRIVATE WEALTH GROUP, LLC VUG Holdings History
Number of Shares
1,281.00
Current Holdings Value*
$475,020.00
% of Portfolio
0.36%
Total Estimate Gain
$50,753.22
% of Total Estimate Gain
9.79%
SAGE PRIVATE WEALTH GROUP, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, SAGE PRIVATE WEALTH GROUP, LLC held 1,281.00 shares of Vanguard Growth ETF(VUG), totaling $475,020.00. This investment constitutes 0.36% of their stock portfolio, and SAGE PRIVATE WEALTH GROUP, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2025Q1. And since then SAGE PRIVATE WEALTH GROUP, LLC has made 1 purchases of VUG, at an average price of $404.54, for a total of 1,281.00 shares. Based on historical transaction data and VUG's current price of $444.16, SAGE PRIVATE WEALTH GROUP, LLC's estimated gain on his VUG holdings is $50,753.22, reflecting a 9.79% gain to date.
SAGE PRIVATE WEALTH GROUP, LLC VUG ($444.16) Holding Chart
SAGE PRIVATE WEALTH GROUP, LLC VUG ($444.16) 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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