CFS Investment Advisory Services, LLC VUG Holdings History
CFS Investment Advisory Services, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, CFS Investment Advisory Services, LLC held 114,739.00 shares of Vanguard Growth ETF(VUG), totaling $42.55 Mil. This investment constitutes 3.78% of their stock portfolio, and CFS Investment Advisory Services, LLC now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2020Q4. And since then CFS Investment Advisory Services, LLC has made 6 purchases of VUG, at an average price of $265.49, for a total of 42.50 Mil shares. In addition, there have been 9 sales at an average price of $235.93 for 42.38 Mil shares. Based on historical transaction data and VUG's current price of $443.22, CFS Investment Advisory Services, LLC's estimated gain on his VUG holdings is $-1.23 Bil, reflecting a -10.92% gain to date.
CFS Investment Advisory Services, LLC VUG ($443.22) Holding Chart
CFS Investment Advisory Services, LLC VUG ($443.22) 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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