SIGNATURE ESTATE & INVESTMENT ADVISORS LLC VUG Holdings History
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 886,931.00 shares of Vanguard Growth ETF(VUG), totaling $328.89 Mil. This investment constitutes 8.66% of their stock portfolio, and SIGNATURE ESTATE & INVESTMENT ADVISORS LLC now holds 0.24% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2015Q4. And since then SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has made 18 purchases of VUG, at an average price of $265.77, for a total of 980,466.00 shares. In addition, there have been 11 sales at an average price of $319.74 for 93,535.00 shares. Based on historical transaction data and VUG's current price of $448.39, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's estimated gain on his VUG holdings is $167.02 Mil, reflecting a 64.10% gain to date.
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC VUG ($448.39) Holding Chart
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 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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