Number of Shares
193,020.00
Current Holdings Value*
$79.22 Mil
% of Portfolio
7.13%
Total Estimate Gain
$51.07 Mil
% of Total Estimate Gain
28.76%

Campbell Wealth Management's Vanguard Growth ETF Holding Summary

As of 2024-12-31, Campbell Wealth Management held 193,020.00 shares of Vanguard Growth ETF(VUG), totaling $79.22 Mil. This investment constitutes 7.13% of their stock portfolio, and Campbell Wealth Management now holds 0.05% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2018Q4. And since then Campbell Wealth Management has made 16 purchases of VUG, at an average price of $262.96, for a total of 675,347.00 shares. In addition, there have been 7 sales at an average price of $297.20 for 482,327.00 shares. Based on historical transaction data and VUG's current price of $441.98, Campbell Wealth Management's estimated gain on his VUG holdings is $51.07 Mil, reflecting a 28.76% gain to date.

Campbell Wealth Management VUG ($441.98) Holding Chart

Campbell Wealth Management VUG ($441.98) 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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