Daniels&Tansey,LLP VUG Holdings History

Number of Shares
83,916.00
Current Holdings Value*
$11.57 Mil
% of Portfolio
4.01%
Total Estimate Gain
$16.87 Mil
% of Total Estimate Gain
75.13%

Daniels&Tansey,LLP's Vanguard Growth ETF Holding Summary

As of 2023-09-30, Daniels&Tansey,LLP held 83,916.00 shares of Vanguard Growth ETF(VUG), totaling $11.57 Mil. This investment constitutes 4.01% of their stock portfolio, and Daniels&Tansey,LLP now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2020Q3. And since then Daniels&Tansey,LLP has made 8 purchases of VUG, at an average price of $249.76, for a total of 89,888.00 shares. In addition, there have been 4 sales at an average price of $260.27 for 5,972.00 shares. Based on historical transaction data and VUG's current price of $450.00, Daniels&Tansey,LLP's estimated gain on his VUG holdings is $16.87 Mil, reflecting a 75.13% gain to date.

Daniels&Tansey,LLP VUG ($450.00) Holding Chart

Daniels&Tansey,LLP VUG ($450.00) 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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