Traverso Chambers Private Wealth Management, LLC VUG Holdings History
Traverso Chambers Private Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2023-12-31, Traverso Chambers Private Wealth Management, LLC held 46,409.00 shares of Vanguard Growth ETF(VUG), totaling $14.43 Mil. This investment constitutes 3.5% of their stock portfolio, and Traverso Chambers Private Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q4. And since then Traverso Chambers Private Wealth Management, LLC has made 15 purchases of VUG, at an average price of $167.30, for a total of 54,422.00 shares. In addition, there have been 5 sales at an average price of $236.28 for 8,013.00 shares. Based on historical transaction data and VUG's current price of $438.40, Traverso Chambers Private Wealth Management, LLC's estimated gain on his VUG holdings is $13.13 Mil, reflecting a 144.26% gain to date.
Traverso Chambers Private Wealth Management, LLC VUG ($438.40) Holding Chart
Traverso Chambers Private Wealth Management, LLC VUG ($438.40) 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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