DOPKINS WEALTH MANAGEMENT, LLC VUG Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, DOPKINS WEALTH MANAGEMENT, LLC held 14,064.00 shares of Vanguard Growth ETF(VUG), totaling $5.22 Mil. This investment constitutes 2.65% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 6 purchases of VUG, at an average price of $241.30, for a total of 19,377.00 shares. In addition, there have been 3 sales at an average price of $281.14 for 5,313.00 shares. Based on historical transaction data and VUG's current price of $444.64, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his VUG holdings is $3.07 Mil, reflecting a 65.69% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC VUG ($444.64) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC VUG ($444.64) 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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