SVA Plumb Wealth Management, LLC VUG Holdings History
SVA Plumb Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2020-12-31, SVA Plumb Wealth Management, LLC held 57,156.00 shares of Vanguard Growth ETF(VUG), totaling $14.48 Mil. This investment constitutes 1.34% of their stock portfolio, and SVA Plumb Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2014Q1. And since then SVA Plumb Wealth Management, LLC has made 4 purchases of VUG, at an average price of $93.16, for a total of 86,735.00 shares. In addition, there have been 15 sales at an average price of $144.21 for 29,579.00 shares. Based on historical transaction data and VUG's current price of $448.39, SVA Plumb Wealth Management, LLC's estimated gain on his VUG holdings is $21.81 Mil, reflecting a 269.97% gain to date.
SVA Plumb Wealth Management, LLC VUG ($448.39) Holding Chart
SVA Plumb Wealth Management, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
