CBM Financial, LLC VUG Holdings History
Number of Shares
5,549.00
Current Holdings Value*
$2.29 Mil
% of Portfolio
1.86%
Total Estimate Gain
$205,812.41
% of Total Estimate Gain
9.17%
CBM Financial, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, CBM Financial, LLC held 5,549.00 shares of Vanguard Growth ETF(VUG), totaling $2.29 Mil. This investment constitutes 1.86% of their stock portfolio, and CBM Financial, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and VUG's current price of $441.63, CBM Financial, LLC's estimated gain on his VUG holdings is $205,812.41, reflecting a 9.17% gain to date.
CBM Financial, LLC VUG ($441.63) Holding Chart
CBM Financial, LLC VUG ($441.63) 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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