WATERSHED PRIVATE WEALTH LLC VUG Holdings History
WATERSHED PRIVATE WEALTH LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, WATERSHED PRIVATE WEALTH LLC held 33,509.00 shares of Vanguard Growth ETF(VUG), totaling $14.69 Mil. This investment constitutes 5.35% of their stock portfolio, and WATERSHED PRIVATE WEALTH LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q2. And since then WATERSHED PRIVATE WEALTH LLC has made 5 purchases of VUG, at an average price of $337.85, for a total of 37,900.00 shares. In addition, there have been 3 sales at an average price of $392.98 for 4,391.00 shares. Based on historical transaction data and VUG's current price of $450.40, WATERSHED PRIVATE WEALTH LLC's estimated gain on his VUG holdings is $4.01 Mil, reflecting a 31.34% gain to date.
WATERSHED PRIVATE WEALTH LLC VUG ($450.40) Holding Chart
WATERSHED PRIVATE WEALTH 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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