Wealth Preservation Advisors, LLC VUG Holdings History
Number of Shares
5,835.00
Current Holdings Value*
$2.16 Mil
% of Portfolio
1.55%
Total Estimate Gain
$216,420.15
% of Total Estimate Gain
9.17%
Wealth Preservation Advisors, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Wealth Preservation Advisors, LLC held 5,835.00 shares of Vanguard Growth ETF(VUG), totaling $2.16 Mil. This investment constitutes 1.55% of their stock portfolio, and Wealth Preservation Advisors, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and VUG's current price of $441.63, Wealth Preservation Advisors, LLC's estimated gain on his VUG holdings is $216,420.15, reflecting a 9.17% gain to date.
Wealth Preservation Advisors, LLC VUG ($441.63) Holding Chart
Wealth Preservation Advisors, LLC VUG ($441.63) 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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