SWP FINANCIAL LLC VUG Holdings History
SWP FINANCIAL LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, SWP FINANCIAL LLC held 38,025.00 shares of Vanguard Growth ETF(VUG), totaling $14.10 Mil. This investment constitutes 8.61% of their stock portfolio, and SWP FINANCIAL LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q4. And since then SWP FINANCIAL LLC has made 3 purchases of VUG, at an average price of $321.39, for a total of 46,299.00 shares. In addition, there have been 2 sales at an average price of $370.14 for 8,274.00 shares. Based on historical transaction data and VUG's current price of $436.40, SWP FINANCIAL LLC's estimated gain on his VUG holdings is $4.78 Mil, reflecting a 32.10% gain to date.
SWP FINANCIAL LLC VUG ($436.40) Holding Chart
SWP FINANCIAL LLC VUG ($436.40) 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
