Number of Shares
3,254.00
Current Holdings Value*
$1.21 Mil
% of Portfolio
0.55%
Total Estimate Gain
$652,696.61
% of Total Estimate Gain
10.11%

AAFMAA Wealth Management & Trust LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, AAFMAA Wealth Management & Trust LLC held 3,254.00 shares of Vanguard Growth ETF(VUG), totaling $1.21 Mil. This investment constitutes 0.55% of their stock portfolio, and AAFMAA Wealth Management & Trust LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2024Q3. And since then AAFMAA Wealth Management & Trust LLC has made 2 purchases of VUG, at an average price of $373.16, for a total of 17,299.00 shares. In addition, there have been 1 sales at an average price of $404.54 for 14,045.00 shares. Based on historical transaction data and VUG's current price of $438.32, AAFMAA Wealth Management & Trust LLC's estimated gain on his VUG holdings is $652,696.61, reflecting a 10.11% gain to date.

AAFMAA Wealth Management & Trust LLC VUG ($438.32) Holding Chart

AAFMAA Wealth Management & Trust LLC VUG ($438.32) 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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