WEALTHSPAN PARTNERS, LLC VUG Holdings History
WEALTHSPAN PARTNERS, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, WEALTHSPAN PARTNERS, LLC held 79,996.00 shares of Vanguard Growth ETF(VUG), totaling $29.66 Mil. This investment constitutes 13.7% of their stock portfolio, and WEALTHSPAN PARTNERS, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then WEALTHSPAN PARTNERS, LLC has made 11 purchases of VUG, at an average price of $306.86, for a total of 80,790.00 shares. In addition, there have been 2 sales at an average price of $294.51 for 794.00 shares. Based on historical transaction data and VUG's current price of $452.27, WEALTHSPAN PARTNERS, LLC's estimated gain on his VUG holdings is $11.62 Mil, reflecting a 46.88% gain to date.
WEALTHSPAN PARTNERS, LLC VUG ($452.27) Holding Chart
WEALTHSPAN PARTNERS, LLC VUG ($452.27) 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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