Transparent Wealth Partners LLC VUG Holdings History
Transparent Wealth Partners LLC's Vanguard Growth ETF Holding Summary
As of 2023-03-31, Transparent Wealth Partners LLC held 14,770.00 shares of Vanguard Growth ETF(VUG), totaling $3.68 Mil. This investment constitutes 2.69% of their stock portfolio, and Transparent Wealth Partners LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then Transparent Wealth Partners LLC has made 2 purchases of VUG, at an average price of $276.97, for a total of 30,700.00 shares. In addition, there have been 3 sales at an average price of $279.56 for 15,930.00 shares. Based on historical transaction data and VUG's current price of $433.69, Transparent Wealth Partners LLC's estimated gain on his VUG holdings is $2.36 Mil, reflecting a 27.71% gain to date.
Transparent Wealth Partners LLC VUG ($433.69) Holding Chart
Transparent Wealth Partners LLC VUG ($433.69) 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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