Number of Shares
12,147.00
Current Holdings Value*
$5.33 Mil
% of Portfolio
1.35%
Total Estimate Gain
$1.58 Mil
% of Total Estimate Gain
29.69%

Compton Wealth Advisory Group, LLC's Vanguard Growth ETF Holding Summary

As of 2025-06-30, Compton Wealth Advisory Group, LLC held 12,147.00 shares of Vanguard Growth ETF(VUG), totaling $5.33 Mil. This investment constitutes 1.35% of their stock portfolio, and Compton Wealth Advisory Group, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2023Q3. And since then Compton Wealth Advisory Group, LLC has made 6 purchases of VUG, at an average price of $310.70, for a total of 17,075.00 shares. In addition, there have been 2 sales at an average price of $291.77 for 4,928.00 shares. Based on historical transaction data and VUG's current price of $448.08, Compton Wealth Advisory Group, LLC's estimated gain on his VUG holdings is $1.58 Mil, reflecting a 29.69% gain to date.

Compton Wealth Advisory Group, LLC VUG ($448.08) Holding Chart

Compton Wealth Advisory Group, LLC VUG ($448.08) 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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