SUMMIT WEALTH & RETIREMENT PLANNING, INC. VUG Holdings History
SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Vanguard Growth ETF Holding Summary
As of 2025-03-31, SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 3,760.00 shares of Vanguard Growth ETF(VUG), totaling $1.39 Mil. This investment constitutes 0.43% of their stock portfolio, and SUMMIT WEALTH & RETIREMENT PLANNING, INC. now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q3. And since then SUMMIT WEALTH & RETIREMENT PLANNING, INC. has made 2 purchases of VUG, at an average price of $395.58, for a total of 3,760.00 shares. Based on historical transaction data and VUG's current price of $442.38, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his VUG holdings is $175,973.20, reflecting a 11.83% gain to date.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. VUG ($442.38) Holding Chart
SUMMIT WEALTH & RETIREMENT PLANNING, INC. VUG ($442.38) 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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