Dodds Wealth, LLC VUG Holdings History

Number of Shares
28,794.00
Current Holdings Value*
$10.68 Mil
% of Portfolio
3.48%
Total Estimate Gain
$2.26 Mil
% of Total Estimate Gain
20.89%

Dodds Wealth, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Dodds Wealth, LLC held 28,794.00 shares of Vanguard Growth ETF(VUG), totaling $10.68 Mil. This investment constitutes 3.48% of their stock portfolio, and Dodds Wealth, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2024Q3. And since then Dodds Wealth, LLC has made 1 purchases of VUG, at an average price of $371.89, for a total of 29,052.00 shares. In addition, there have been 2 sales at an average price of $403.51 for 258.00 shares. Based on historical transaction data and VUG's current price of $450.00, Dodds Wealth, LLC's estimated gain on his VUG holdings is $2.26 Mil, reflecting a 20.89% gain to date.

Dodds Wealth, LLC VUG ($450.00) Holding Chart

Dodds Wealth, LLC 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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