Asset Planning Services, Ltd. VUG Holdings History
Asset Planning Services, Ltd.'s Vanguard Growth ETF Holding Summary
As of 2021-12-31, Asset Planning Services, Ltd. held 33,406.00 shares of Vanguard Growth ETF(VUG), totaling $10.72 Mil. This investment constitutes 4.96% of their stock portfolio, and Asset Planning Services, Ltd. now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q2. And since then Asset Planning Services, Ltd. has made 1 purchases of VUG, at an average price of $147.14, for a total of 63,074.00 shares. In addition, there have been 14 sales at an average price of $226.03 for 29,668.00 shares. Based on historical transaction data and VUG's current price of $448.39, Asset Planning Services, Ltd.'s estimated gain on his VUG holdings is $12.40 Mil, reflecting a 133.66% gain to date.
Asset Planning Services, Ltd. VUG ($448.39) Holding Chart
Asset Planning Services, Ltd. 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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