Number of Shares
95,694.00
Current Holdings Value*
$35.49 Mil
% of Portfolio
4.02%
Total Estimate Gain
$22.70 Mil
% of Total Estimate Gain
105.23%

Certified Advisory Corp's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Certified Advisory Corp held 95,694.00 shares of Vanguard Growth ETF(VUG), totaling $35.49 Mil. This investment constitutes 4.02% of their stock portfolio, and Certified Advisory Corp now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2018Q2. And since then Certified Advisory Corp has made 19 purchases of VUG, at an average price of $212.51, for a total of 101,499.00 shares. In addition, there have been 7 sales at an average price of $341.99 for 5,805.00 shares. Based on historical transaction data and VUG's current price of $441.85, Certified Advisory Corp's estimated gain on his VUG holdings is $22.70 Mil, reflecting a 105.23% gain to date.

Certified Advisory Corp VUG ($441.85) Holding Chart

Certified Advisory Corp VUG ($441.85) 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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