Summit Financial, LLC VUG Holdings History
Summit Financial, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Summit Financial, LLC held 229,949.00 shares of Vanguard Growth ETF(VUG), totaling $85.27 Mil. This investment constitutes 2.39% of their stock portfolio, and Summit Financial, LLC now holds 0.06% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q4. And since then Summit Financial, LLC has made 14 purchases of VUG, at an average price of $235.15, for a total of 281,907.00 shares. In addition, there have been 10 sales at an average price of $311.77 for 51,958.00 shares. Based on historical transaction data and VUG's current price of $433.69, Summit Financial, LLC's estimated gain on his VUG holdings is $49.64 Mil, reflecting a 74.88% gain to date.
Summit Financial, LLC VUG ($433.69) Holding Chart
Summit Financial, LLC VUG ($433.69) 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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