Number of Shares
19,334.00
Current Holdings Value*
$7.17 Mil
% of Portfolio
3.78%
Total Estimate Gain
$3.09 Mil
% of Total Estimate Gain
54.77%

Sightline Wealth Advisors, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Sightline Wealth Advisors, LLC held 19,334.00 shares of Vanguard Growth ETF(VUG), totaling $7.17 Mil. This investment constitutes 3.78% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2022Q4. And since then Sightline Wealth Advisors, LLC has made 8 purchases of VUG, at an average price of $285.34, for a total of 19,784.00 shares. In addition, there have been 1 sales at an average price of $403.46 for 450.00 shares. Based on historical transaction data and VUG's current price of $442.50, Sightline Wealth Advisors, LLC's estimated gain on his VUG holdings is $3.09 Mil, reflecting a 54.77% gain to date.

Sightline Wealth Advisors, LLC VUG ($442.50) Holding Chart

Sightline Wealth Advisors, LLC VUG ($442.50) 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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