Sovereign Financial Group, Inc. VUG Holdings History
Sovereign Financial Group, Inc.'s Vanguard Growth ETF Holding Summary
As of 2025-03-31, Sovereign Financial Group, Inc. held 60,780.00 shares of Vanguard Growth ETF(VUG), totaling $22.54 Mil. This investment constitutes 5.19% of their stock portfolio, and Sovereign Financial Group, Inc. now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q3. And since then Sovereign Financial Group, Inc. has made 13 purchases of VUG, at an average price of $278.22, for a total of 71,929.00 shares. In addition, there have been 2 sales at an average price of $221.22 for 11,149.00 shares. Based on historical transaction data and VUG's current price of $447.28, Sovereign Financial Group, Inc.'s estimated gain on his VUG holdings is $9.64 Mil, reflecting a 48.17% gain to date.
Sovereign Financial Group, Inc. VUG ($447.28) Holding Chart
Sovereign Financial Group, Inc. VUG ($447.28) 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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