WealthOne, LLC VUG Holdings History
WealthOne, LLC's Vanguard Growth ETF Holding Summary
As of 2023-09-30, WealthOne, LLC held 148,241.00 shares of Vanguard Growth ETF(VUG), totaling $40.37 Mil. This investment constitutes 16.3% of their stock portfolio, and WealthOne, LLC now holds 0.05% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q4. And since then WealthOne, LLC has made 18 purchases of VUG, at an average price of $184.40, for a total of 153,895.00 shares. In addition, there have been 2 sales at an average price of $193.91 for 5,654.00 shares. Based on historical transaction data and VUG's current price of $450.96, WealthOne, LLC's estimated gain on his VUG holdings is $39.57 Mil, reflecting a 139.43% gain to date.
WealthOne, LLC VUG ($450.96) Holding Chart
WealthOne, LLC VUG ($450.96) 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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