Strategies Wealth Advisors, LLC VUG Holdings History
Strategies Wealth Advisors, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Strategies Wealth Advisors, LLC held 283,011.00 shares of Vanguard Growth ETF(VUG), totaling $104.95 Mil. This investment constitutes 12.82% of their stock portfolio, and Strategies Wealth Advisors, LLC now holds 0.08% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then Strategies Wealth Advisors, LLC has made 7 purchases of VUG, at an average price of $293.70, for a total of 345,612.00 shares. In addition, there have been 5 sales at an average price of $279.93 for 62,601.00 shares. Based on historical transaction data and VUG's current price of $450.40, Strategies Wealth Advisors, LLC's estimated gain on his VUG holdings is $43.49 Mil, reflecting a 42.84% gain to date.
Strategies Wealth Advisors, LLC VUG ($450.40) Holding Chart
Strategies Wealth Advisors, LLC VUG ($450.40) 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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