CWS Financial Advisors, LLC VUG Holdings History
CWS Financial Advisors, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, CWS Financial Advisors, LLC held 24,220.00 shares of Vanguard Growth ETF(VUG), totaling $8.98 Mil. This investment constitutes 2.84% of their stock portfolio, and CWS Financial Advisors, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q4. And since then CWS Financial Advisors, LLC has made 18 purchases of VUG, at an average price of $271.61, for a total of 32,223.00 shares. In addition, there have been 1 sales at an average price of $220.30 for 8,003.00 shares. Based on historical transaction data and VUG's current price of $450.96, CWS Financial Advisors, LLC's estimated gain on his VUG holdings is $3.93 Mil, reflecting a 44.94% gain to date.
CWS Financial Advisors, LLC VUG ($450.96) Holding Chart
CWS Financial Advisors, LLC VUG ($450.96) 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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