Sightline Wealth Advisors, LLC VUG Holdings History
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 $441.63, Sightline Wealth Advisors, LLC's estimated gain on his VUG holdings is $3.07 Mil, reflecting a 54.47% gain to date.
Sightline Wealth Advisors, LLC VUG ($441.63) Holding Chart
Sightline Wealth Advisors, LLC VUG ($441.63) 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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