Number of Shares
12,476.00
Current Holdings Value*
$1.43 Mil
% of Portfolio
1.28%
Total Estimate Gain
$231,391.08
% of Total Estimate Gain
13.07%

Custom Portfolio Group LLC's Vanguard U.S. Multifactor ETF Holding Summary

As of 2024-06-30, Custom Portfolio Group LLC held 12,476.00 shares of Vanguard U.S. Multifactor ETF(VFMF), totaling $1.43 Mil. This investment constitutes 1.28% of their stock portfolio, and Custom Portfolio Group LLC now holds -% of the outstanding Vanguard U.S. Multifactor ETF(VFMF) stock.

The initial trade took place in 2024Q1. And since then Custom Portfolio Group LLC has made 1 purchases of VFMF, at an average price of $118.52, for a total of 14,940.00 shares. In addition, there have been 1 sales at an average price of $122.96 for 2,464.00 shares. Based on historical transaction data and VFMF's current price of $136.19, Custom Portfolio Group LLC's estimated gain on his VFMF holdings is $231,391.08, reflecting a 13.07% gain to date.

Custom Portfolio Group LLC VFMF ($136.19) Holding Chart

Custom Portfolio Group LLC VFMF ($136.19) 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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