Towerpoint Wealth, LLC VUG Holdings History
Towerpoint Wealth, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, Towerpoint Wealth, LLC held 64,375.00 shares of Vanguard Growth ETF(VUG), totaling $28.22 Mil. This investment constitutes 12.51% of their stock portfolio, and Towerpoint Wealth, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q2. And since then Towerpoint Wealth, LLC has made 16 purchases of VUG, at an average price of $186.18, for a total of 93,229.00 shares. In addition, there have been 13 sales at an average price of $271.04 for 28,854.00 shares. Based on historical transaction data and VUG's current price of $444.16, Towerpoint Wealth, LLC's estimated gain on his VUG holdings is $19.06 Mil, reflecting a 109.79% gain to date.
Towerpoint Wealth, LLC VUG ($444.16) Holding Chart
Towerpoint Wealth, 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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