Number of Shares
126,664.00
Current Holdings Value*
$55.53 Mil
% of Portfolio
9.55%
Total Estimate Gain
$22.34 Mil
% of Total Estimate Gain
56.35%

Affinity Capital Advisors, LLC's Vanguard Growth ETF Holding Summary

As of 2025-06-30, Affinity Capital Advisors, LLC held 126,664.00 shares of Vanguard Growth ETF(VUG), totaling $55.53 Mil. This investment constitutes 9.55% of their stock portfolio, and Affinity Capital Advisors, LLC now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2019Q4. And since then Affinity Capital Advisors, LLC has made 15 purchases of VUG, at an average price of $279.00, for a total of 142,102.00 shares. In addition, there have been 5 sales at an average price of $336.30 for 15,438.00 shares. Based on historical transaction data and VUG's current price of $448.39, Affinity Capital Advisors, LLC's estimated gain on his VUG holdings is $22.34 Mil, reflecting a 56.35% gain to date.

Affinity Capital Advisors, LLC VUG ($448.39) Holding Chart

Affinity Capital Advisors, LLC VUG ($448.39) 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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