Trek Financial, LLC VUG Holdings History
Trek Financial, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Trek Financial, LLC held 71,107.00 shares of Vanguard Growth ETF(VUG), totaling $26.37 Mil. This investment constitutes 1.91% of their stock portfolio, and Trek Financial, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q4. And since then Trek Financial, LLC has made 11 purchases of VUG, at an average price of $256.48, for a total of 142,160.00 shares. In addition, there have been 11 sales at an average price of $349.28 for 71,053.00 shares. Based on historical transaction data and VUG's current price of $450.00, Trek Financial, LLC's estimated gain on his VUG holdings is $20.35 Mil, reflecting a 55.82% gain to date.
Trek Financial, LLC VUG ($450.00) Holding Chart
Trek Financial, LLC VUG ($450.00) 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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