Summit Financial Wealth Advisors, LLC VUG Holdings History
Summit Financial Wealth Advisors, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 100,089.00 shares of Vanguard Growth ETF(VUG), totaling $37.12 Mil. This investment constitutes 7.36% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2014Q4. And since then Summit Financial Wealth Advisors, LLC has made 11 purchases of VUG, at an average price of $165.06, for a total of 195,271.00 shares. In addition, there have been 18 sales at an average price of $254.15 for 95,182.00 shares. Based on historical transaction data and VUG's current price of $449.74, Summit Financial Wealth Advisors, LLC's estimated gain on his VUG holdings is $36.97 Mil, reflecting a 114.71% gain to date.
Summit Financial Wealth Advisors, LLC VUG ($449.74) Holding Chart
Summit Financial Wealth Advisors, LLC VUG ($449.74) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
