AVANTAX ADVISORY SERVICES, INC. VUG Holdings History
AVANTAX ADVISORY SERVICES, INC.'s Vanguard Growth ETF Holding Summary
As of 2025-03-31, AVANTAX ADVISORY SERVICES, INC. held 673,533.00 shares of Vanguard Growth ETF(VUG), totaling $249.76 Mil. This investment constitutes 1.52% of their stock portfolio, and AVANTAX ADVISORY SERVICES, INC. now holds 0.18% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q4. And since then AVANTAX ADVISORY SERVICES, INC. has made 21 purchases of VUG, at an average price of $289.42, for a total of 808,077.00 shares. In addition, there have been 4 sales at an average price of $239.77 for 134,544.00 shares. Based on historical transaction data and VUG's current price of $441.63, AVANTAX ADVISORY SERVICES, INC.'s estimated gain on his VUG holdings is $95.84 Mil, reflecting a 40.98% gain to date.
AVANTAX ADVISORY SERVICES, INC. VUG ($441.63) Holding Chart
AVANTAX ADVISORY SERVICES, INC. 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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