Southern Wealth Management, LLP VUG Holdings History
Southern Wealth Management, LLP's Vanguard Growth ETF Holding Summary
As of 2023-03-31, Southern Wealth Management, LLP held 83,817.00 shares of Vanguard Growth ETF(VUG), totaling $20.91 Mil. This investment constitutes 8.12% of their stock portfolio, and Southern Wealth Management, LLP now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q4. And since then Southern Wealth Management, LLP has made 4 purchases of VUG, at an average price of $190.13, for a total of 156,267.00 shares. In addition, there have been 9 sales at an average price of $289.52 for 72,450.00 shares. Based on historical transaction data and VUG's current price of $448.39, Southern Wealth Management, LLP's estimated gain on his VUG holdings is $28.85 Mil, reflecting a 97.10% gain to date.
Southern Wealth Management, LLP VUG ($448.39) Holding Chart
Southern Wealth Management, LLP 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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