Wealth Management Strategies, Inc. VUG Holdings History
Wealth Management Strategies, Inc.'s Vanguard Growth ETF Holding Summary
As of 2025-03-31, Wealth Management Strategies, Inc. held 68,101.00 shares of Vanguard Growth ETF(VUG), totaling $25.25 Mil. This investment constitutes 16.89% of their stock portfolio, and Wealth Management Strategies, Inc. now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q4. And since then Wealth Management Strategies, Inc. has made 1 purchases of VUG, at an average price of $403.59, for a total of 68,101.00 shares. Based on historical transaction data and VUG's current price of $450.40, Wealth Management Strategies, Inc.'s estimated gain on his VUG holdings is $3.19 Mil, reflecting a 11.60% gain to date.
Wealth Management Strategies, Inc. VUG ($450.40) Holding Chart
Wealth Management Strategies, Inc. 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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