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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