Number of Shares
90,188.00
Current Holdings Value*
$39.58 Mil
% of Portfolio
3.66%
Total Estimate Gain
$11.88 Mil
% of Total Estimate Gain
40.54%

TRITONPOINT WEALTH, LLC's Vanguard Growth ETF Holding Summary

As of 2025-06-30, TRITONPOINT WEALTH, LLC held 90,188.00 shares of Vanguard Growth ETF(VUG), totaling $39.58 Mil. This investment constitutes 3.66% of their stock portfolio, and TRITONPOINT WEALTH, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2023Q4. And since then TRITONPOINT WEALTH, LLC has made 5 purchases of VUG, at an average price of $318.28, for a total of 92,045.00 shares. In addition, there have been 1 sales at an average price of $394.63 for 1,857.00 shares. Based on historical transaction data and VUG's current price of $448.39, TRITONPOINT WEALTH, LLC's estimated gain on his VUG holdings is $11.88 Mil, reflecting a 40.54% gain to date.

TRITONPOINT WEALTH, LLC VUG ($448.39) Holding Chart

TRITONPOINT WEALTH, LLC VUG ($448.39) 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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