Carlton Hofferkamp & Jenks Wealth Management, LLC VUG Holdings History
Carlton Hofferkamp & Jenks Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Carlton Hofferkamp & Jenks Wealth Management, LLC held 12,623.00 shares of Vanguard Growth ETF(VUG), totaling $4.43 Mil. This investment constitutes 1.83% of their stock portfolio, and Carlton Hofferkamp & Jenks Wealth Management, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2020Q3. And since then Carlton Hofferkamp & Jenks Wealth Management, LLC has made 10 purchases of VUG, at an average price of $338.17, for a total of 13,553.00 shares. In addition, there have been 1 sales at an average price of $246.82 for 930.00 shares. Based on historical transaction data and VUG's current price of $450.40, Carlton Hofferkamp & Jenks Wealth Management, LLC's estimated gain on his VUG holdings is $1.33 Mil, reflecting a 29.06% gain to date.
Carlton Hofferkamp & Jenks Wealth Management, LLC VUG ($450.40) Holding Chart
Carlton Hofferkamp & Jenks Wealth Management, LLC VUG ($450.40) 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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