Number of Shares
49,250.00
Current Holdings Value*
$21.59 Mil
% of Portfolio
3.46%
Total Estimate Gain
$8.91 Mil
% of Total Estimate Gain
34.31%

Baron Silver Stevens Financial Advisors, LLC's Vanguard Growth ETF Holding Summary

As of 2025-06-30, Baron Silver Stevens Financial Advisors, LLC held 49,250.00 shares of Vanguard Growth ETF(VUG), totaling $21.59 Mil. This investment constitutes 3.46% of their stock portfolio, and Baron Silver Stevens Financial Advisors, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2020Q4. And since then Baron Silver Stevens Financial Advisors, LLC has made 10 purchases of VUG, at an average price of $265.76, for a total of 97,698.00 shares. In addition, there have been 8 sales at an average price of $263.97 for 48,448.00 shares. Based on historical transaction data and VUG's current price of $448.39, Baron Silver Stevens Financial Advisors, LLC's estimated gain on his VUG holdings is $8.91 Mil, reflecting a 34.31% gain to date.

Baron Silver Stevens Financial Advisors, LLC VUG ($448.39) Holding Chart

Baron Silver Stevens Financial 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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