Bernicke & Associates, LTD VUG Holdings History
Bernicke & Associates, LTD's Vanguard Growth ETF Holding Summary
As of 2020-06-30, Bernicke & Associates, LTD held 7,518.00 shares of Vanguard Growth ETF(VUG), totaling $1.52 Mil. This investment constitutes 1.13% of their stock portfolio, and Bernicke & Associates, LTD now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2015Q1. And since then Bernicke & Associates, LTD has made 1 purchases of VUG, at an average price of $106.05, for a total of 58,408.00 shares. In addition, there have been 11 sales at an average price of $142.93 for 50,890.00 shares. Based on historical transaction data and VUG's current price of $450.00, Bernicke & Associates, LTD's estimated gain on his VUG holdings is $4.46 Mil, reflecting a 72.05% gain to date.
Bernicke & Associates, LTD VUG ($450.00) Holding Chart
Bernicke & Associates, LTD VUG ($450.00) 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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