SGI Peak Growth Fund VUG Holdings History

Number of Shares
14,070.00
Current Holdings Value*
$5.71 Mil
% of Portfolio
15.12%
Total Estimate Gain
$428,431.50
% of Total Estimate Gain
7.29%

SGI Peak Growth Fund 's Vanguard Growth ETF Holding Summary

As of 2025-02-28, SGI Peak Growth Fund held 14,070.00 shares of Vanguard Growth ETF(VUG), totaling $5.71 Mil. This investment constitutes 15.12% of their stock portfolio, and SGI Peak Growth Fund now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2025Q1. And since then SGI Peak Growth Fund has made 1 purchases of VUG, at an average price of $417.94, for a total of 14,070.00 shares. Based on historical transaction data and VUG's current price of $448.39, SGI Peak Growth Fund 's estimated gain on his VUG holdings is $428,431.50, reflecting a 7.29% gain to date.

SGI Peak Growth Fund VUG ($448.39) Holding Chart

SGI Peak Growth Fund VUG ($448.39) 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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