Strata Wealth Advisors, LLC VUG Holdings History
Strata Wealth Advisors, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Strata Wealth Advisors, LLC held 113,257.00 shares of Vanguard Growth ETF(VUG), totaling $42.00 Mil. This investment constitutes 13.05% of their stock portfolio, and Strata Wealth Advisors, LLC now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2022Q4. And since then Strata Wealth Advisors, LLC has made 4 purchases of VUG, at an average price of $229.80, for a total of 143,592.00 shares. In addition, there have been 4 sales at an average price of $390.12 for 30,335.00 shares. Based on historical transaction data and VUG's current price of $447.98, Strata Wealth Advisors, LLC's estimated gain on his VUG holdings is $29.57 Mil, reflecting a 89.62% gain to date.
Strata Wealth Advisors, LLC VUG ($447.98) Holding Chart
Strata Wealth Advisors, LLC VUG ($447.98) 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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