CBIZ Investment Advisory Services, LLC VUG Holdings History
CBIZ Investment Advisory Services, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, CBIZ Investment Advisory Services, LLC held 868,218.00 shares of Vanguard Growth ETF(VUG), totaling $321.95 Mil. This investment constitutes 15.77% of their stock portfolio, and CBIZ Investment Advisory Services, LLC now holds 0.24% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q4. And since then CBIZ Investment Advisory Services, LLC has made 9 purchases of VUG, at an average price of $242.70, for a total of 3.31 Mil shares. In addition, there have been 12 sales at an average price of $271.47 for 2.44 Mil shares. Based on historical transaction data and VUG's current price of $452.27, CBIZ Investment Advisory Services, LLC's estimated gain on his VUG holdings is $252.09 Mil, reflecting a 31.42% gain to date.
CBIZ Investment Advisory Services, LLC VUG ($452.27) Holding Chart
CBIZ Investment Advisory Services, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
