BALASA DINVERNO & FOLTZ LLC VUG Holdings History
BALASA DINVERNO & FOLTZ LLC's Vanguard Growth ETF Holding Summary
As of 2022-09-30, BALASA DINVERNO & FOLTZ LLC held 246,267.00 shares of Vanguard Growth ETF(VUG), totaling $52.69 Mil. This investment constitutes 3.33% of their stock portfolio, and BALASA DINVERNO & FOLTZ LLC now holds 0.08% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2014Q1. And since then BALASA DINVERNO & FOLTZ LLC has made 13 purchases of VUG, at an average price of $225.79, for a total of 256,062.00 shares. In addition, there have been 8 sales at an average price of $156.33 for 9,795.00 shares. Based on historical transaction data and VUG's current price of $452.27, BALASA DINVERNO & FOLTZ LLC's estimated gain on his VUG holdings is $55.09 Mil, reflecting a 95.29% gain to date.
BALASA DINVERNO & FOLTZ LLC VUG ($452.27) Holding Chart
BALASA DINVERNO & FOLTZ LLC VUG ($452.27) 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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