Venturi Wealth Management, LLC VUG Holdings History
Venturi Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, Venturi Wealth Management, LLC held 10,533.00 shares of Vanguard Growth ETF(VUG), totaling $4.62 Mil. This investment constitutes 0.23% of their stock portfolio, and Venturi Wealth Management, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q4. And since then Venturi Wealth Management, LLC has made 11 purchases of VUG, at an average price of $294.54, for a total of 481,150.00 shares. In addition, there have been 9 sales at an average price of $386.93 for 470,617.00 shares. Based on historical transaction data and VUG's current price of $450.40, Venturi Wealth Management, LLC's estimated gain on his VUG holdings is $45.12 Mil, reflecting a 31.84% gain to date.
Venturi Wealth Management, LLC VUG ($450.40) Holding Chart
Venturi Wealth Management, LLC VUG ($450.40) 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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