Number of Shares
21,303.00
Current Holdings Value*
$8.45 Mil
% of Portfolio
1.82%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
13.26%

AA Financial Advisors, LLC's Vanguard S&P 500 Growth ETF Holding Summary

As of 2025-06-30, AA Financial Advisors, LLC held 21,303.00 shares of Vanguard S&P 500 Growth ETF(VOOG), totaling $8.45 Mil. This investment constitutes 1.82% of their stock portfolio, and AA Financial Advisors, LLC now holds 0.05% of the outstanding Vanguard S&P 500 Growth ETF(VOOG) stock.

The initial trade took place in 2025Q2. And since then AA Financial Advisors, LLC has made 1 purchases of VOOG, at an average price of $356.63, for a total of 21,303.00 shares. Based on historical transaction data and VOOG's current price of $403.91, AA Financial Advisors, LLC's estimated gain on his VOOG holdings is $1.01 Mil, reflecting a 13.26% gain to date.

AA Financial Advisors, LLC VOOG ($403.91) Holding Chart

AA Financial Advisors, LLC VOOG ($403.91) 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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