STAGE HARBOR FINANCIAL, LLC VUG Holdings History
STAGE HARBOR FINANCIAL, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 39,813.00 shares of Vanguard Growth ETF(VUG), totaling $14.76 Mil. This investment constitutes 12.5% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q4. And since then STAGE HARBOR FINANCIAL, LLC has made 4 purchases of VUG, at an average price of $299.42, for a total of 40,236.00 shares. In addition, there have been 1 sales at an average price of $371.89 for 423.00 shares. Based on historical transaction data and VUG's current price of $448.39, STAGE HARBOR FINANCIAL, LLC's estimated gain on his VUG holdings is $5.96 Mil, reflecting a 49.49% gain to date.
STAGE HARBOR FINANCIAL, LLC VUG ($448.39) Holding Chart
STAGE HARBOR FINANCIAL, 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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