Number of Shares
153,451.00
Current Holdings Value*
$57.39 Mil
% of Portfolio
12.58%
Total Estimate Gain
$30.77 Mil
% of Total Estimate Gain
69.92%

TMD Wealth Management, LLC's Vanguard Growth ETF Holding Summary

As of 2024-06-30, TMD Wealth Management, LLC held 153,451.00 shares of Vanguard Growth ETF(VUG), totaling $57.39 Mil. This investment constitutes 12.58% of their stock portfolio, and TMD Wealth Management, LLC now holds -% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2021Q3. And since then TMD Wealth Management, LLC has made 6 purchases of VUG, at an average price of $248.48, for a total of 177,110.00 shares. In addition, there have been 5 sales at an average price of $279.96 for 23,659.00 shares. Based on historical transaction data and VUG's current price of $444.16, TMD Wealth Management, LLC's estimated gain on his VUG holdings is $30.77 Mil, reflecting a 69.92% gain to date.

TMD Wealth Management, LLC VUG ($444.16) Holding Chart

TMD Wealth Management, LLC VUG ($444.16) 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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