Number of Shares
6,336.00
Current Holdings Value*
$2.35 Mil
% of Portfolio
1.79%
Total Estimate Gain
$1.73 Mil
% of Total Estimate Gain
83.86%

American Institute for Advanced Investment Management, LLP's Vanguard Growth ETF Holding Summary

As of 2025-03-31, American Institute for Advanced Investment Managem held 6,336.00 shares of Vanguard Growth ETF(VUG), totaling $2.35 Mil. This investment constitutes 1.79% of their stock portfolio, and American Institute for Advanced Investment Managem now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2019Q4. And since then American Institute for Advanced Investment Management, LLP has made 5 purchases of VUG, at an average price of $202.08, for a total of 10,199.00 shares. In addition, there have been 15 sales at an average price of $245.33 for 3,863.00 shares. Based on historical transaction data and VUG's current price of $448.50, American Institute for Advanced Investment Management, LLP's estimated gain on his VUG holdings is $1.73 Mil, reflecting a 83.86% gain to date.

American Institute for Advanced Investment Management, LLP VUG ($448.50) Holding Chart

American Institute for Advanced Investment Management, LLP VUG ($448.50) 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 %

Top Ranked Articles

  • 1