Columbia River Financial Group, LLC VUG Holdings History
Number of Shares
24,946.00
Current Holdings Value*
$9.25 Mil
% of Portfolio
6.18%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
10.47%
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 $449.22, Columbia River Financial Group, LLC's estimated gain on his VUG holdings is $1.14 Mil, reflecting a 10.47% gain to date.
Columbia River Financial Group, LLC VUG ($449.22) Holding Chart
Columbia River Financial Group, LLC VUG ($449.22) 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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