Number of Shares
8,387.00
Current Holdings Value*
$2.81 Mil
% of Portfolio
1.18%
Total Estimate Gain
$348,896.30
% of Total Estimate Gain
11.44%

FLAGSHIP WEALTH ADVISORS, LLC's Vanguard S&P 500 Growth ETF Holding Summary

As of 2025-03-31, FLAGSHIP WEALTH ADVISORS, LLC held 8,387.00 shares of Vanguard S&P 500 Growth ETF(VOOG), totaling $2.81 Mil. This investment constitutes 1.18% of their stock portfolio, and FLAGSHIP WEALTH ADVISORS, LLC now holds 0.02% of the outstanding Vanguard S&P 500 Growth ETF(VOOG) stock.

The initial trade took place in 2024Q4. And since then FLAGSHIP WEALTH ADVISORS, LLC has made 1 purchases of VOOG, at an average price of $363.48, for a total of 8,387.00 shares. Based on historical transaction data and VOOG's current price of $405.08, FLAGSHIP WEALTH ADVISORS, LLC's estimated gain on his VOOG holdings is $348,896.30, reflecting a 11.44% gain to date.

FLAGSHIP WEALTH ADVISORS, LLC VOOG ($405.08) Holding Chart

FLAGSHIP WEALTH ADVISORS, LLC VOOG ($405.08) 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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