Waldron Private Wealth LLC VUG Holdings History
Waldron Private Wealth LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Waldron Private Wealth LLC held 537,277.00 shares of Vanguard Growth ETF(VUG), totaling $199.23 Mil. This investment constitutes 9.41% of their stock portfolio, and Waldron Private Wealth LLC now holds 0.14% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2017Q1. And since then Waldron Private Wealth LLC has made 21 purchases of VUG, at an average price of $248.04, for a total of 626,396.00 shares. In addition, there have been 5 sales at an average price of $267.89 for 89,119.00 shares. Based on historical transaction data and VUG's current price of $450.00, Waldron Private Wealth LLC's estimated gain on his VUG holdings is $110.28 Mil, reflecting a 70.98% gain to date.
Waldron Private Wealth LLC VUG ($450.00) Holding Chart
Waldron Private Wealth 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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