Number of Shares
35,671.00
Current Holdings Value*
$13.23 Mil
% of Portfolio
3.67%
Total Estimate Gain
$8.66 Mil
% of Total Estimate Gain
87.45%
DDFG, Inc's Vanguard Growth ETF Holding Summary
As of 2025-03-31, DDFG, Inc held 35,671.00 shares of Vanguard Growth ETF(VUG), totaling $13.23 Mil. This investment constitutes 3.67% of their stock portfolio, and DDFG, Inc now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2022Q4. In addition, there have been 9 sales at an average price of $322.73 for 9,286.00 shares. Based on historical transaction data and VUG's current price of $436.43, DDFG, Inc's estimated gain on his VUG holdings is $8.66 Mil, reflecting a 87.45% gain to date.
DDFG, Inc VUG ($436.43) Holding Chart
DDFG, Inc VUG ($436.43) 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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