Number of Shares
24,946.00
Current Holdings Value*
$9.25 Mil
% of Portfolio
6.18%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
10.03%

Columbia River Financial Group, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Columbia River Financial Group, LLC held 24,946.00 shares of Vanguard Growth ETF(VUG), totaling $9.25 Mil. This investment constitutes 6.18% of their stock portfolio, and Columbia River Financial Group, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $404.54 for 2,132.00 shares. Based on historical transaction data and VUG's current price of $447.28, Columbia River Financial Group, LLC's estimated gain on his VUG holdings is $1.10 Mil, reflecting a 10.03% gain to date.

Columbia River Financial Group, LLC VUG ($447.28) Holding Chart

Columbia River Financial Group, LLC VUG ($447.28) 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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