Thrive Wealth Management, LLC VUG Holdings History
Thrive Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, Thrive Wealth Management, LLC held 30,850.00 shares of Vanguard Growth ETF(VUG), totaling $13.52 Mil. This investment constitutes 2.18% of their stock portfolio, and Thrive Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then Thrive Wealth Management, LLC has made 8 purchases of VUG, at an average price of $266.20, for a total of 40,637.00 shares. In addition, there have been 6 sales at an average price of $313.95 for 9,787.00 shares. Based on historical transaction data and VUG's current price of $441.63, Thrive Wealth Management, LLC's estimated gain on his VUG holdings is $5.88 Mil, reflecting a 54.35% gain to date.
Thrive Wealth Management, LLC VUG ($441.63) Holding Chart
Thrive Wealth Management, LLC VUG ($441.63) 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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