Number of Shares
107,310.00
Current Holdings Value*
$39.79 Mil
% of Portfolio
15.39%
Total Estimate Gain
$23.43 Mil
% of Total Estimate Gain
27.03%

Bishop & Co Investment Management, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Bishop & Co Investment Management, LLC held 107,310.00 shares of Vanguard Growth ETF(VUG), totaling $39.79 Mil. This investment constitutes 15.39% of their stock portfolio, and Bishop & Co Investment Management, LLC now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2018Q2. And since then Bishop & Co Investment Management, LLC has made 11 purchases of VUG, at an average price of $279.21, for a total of 310,438.00 shares. In addition, there have been 17 sales at an average price of $305.15 for 203,128.00 shares. Based on historical transaction data and VUG's current price of $448.39, Bishop & Co Investment Management, LLC's estimated gain on his VUG holdings is $23.43 Mil, reflecting a 27.03% gain to date.

Bishop & Co Investment Management, LLC VUG ($448.39) Holding Chart

Bishop & Co Investment Management, 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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