Smith & Howard Wealth Management, LLC VUG Holdings History
Smith & Howard Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, Smith & Howard Wealth Management, LLC held 34,625.00 shares of Vanguard Growth ETF(VUG), totaling $15.18 Mil. This investment constitutes 3.84% of their stock portfolio, and Smith & Howard Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2014Q1. And since then Smith & Howard Wealth Management, LLC has made 13 purchases of VUG, at an average price of $225.63, for a total of 65,103.00 shares. In addition, there have been 20 sales at an average price of $238.04 for 30,478.00 shares. Based on historical transaction data and VUG's current price of $448.39, Smith & Howard Wealth Management, LLC's estimated gain on his VUG holdings is $8.09 Mil, reflecting a 55.09% gain to date.
Smith & Howard Wealth Management, LLC VUG ($448.39) Holding Chart
Smith & Howard 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 % | |||
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