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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