Total Wealth Planning, LLC VUG Holdings History
Total Wealth Planning, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, Total Wealth Planning, LLC held 153,771.00 shares of Vanguard Growth ETF(VUG), totaling $67.41 Mil. This investment constitutes 8.52% of their stock portfolio, and Total Wealth Planning, LLC now holds 0.04% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q4. And since then Total Wealth Planning, LLC has made 16 purchases of VUG, at an average price of $214.78, for a total of 205,114.00 shares. In addition, there have been 10 sales at an average price of $267.17 for 51,343.00 shares. Based on historical transaction data and VUG's current price of $448.39, Total Wealth Planning, LLC's estimated gain on his VUG holdings is $38.61 Mil, reflecting a 87.64% gain to date.
Total Wealth Planning, LLC VUG ($448.39) Holding Chart
Total Wealth Planning, 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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