CUMBERLAND ADVISORS INC VUG Holdings History
Number of Shares
15,673.00
Current Holdings Value*
$5.81 Mil
% of Portfolio
2.63%
Total Estimate Gain
$1.51 Mil
% of Total Estimate Gain
27.84%
CUMBERLAND ADVISORS INC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, CUMBERLAND ADVISORS INC held 15,673.00 shares of Vanguard Growth ETF(VUG), totaling $5.81 Mil. This investment constitutes 2.63% of their stock portfolio, and CUMBERLAND ADVISORS INC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q1. And since then CUMBERLAND ADVISORS INC has made 5 purchases of VUG, at an average price of $346.69, for a total of 15,673.00 shares. Based on historical transaction data and VUG's current price of $443.22, CUMBERLAND ADVISORS INC's estimated gain on his VUG holdings is $1.51 Mil, reflecting a 27.84% gain to date.
CUMBERLAND ADVISORS INC VUG ($443.22) Holding Chart
CUMBERLAND ADVISORS INC 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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