Fee-Only Financial Planning, L.C. VUG Holdings History
Fee-Only Financial Planning, L.C.'s Vanguard Growth ETF Holding Summary
As of 2025-06-30, Fee-Only Financial Planning, L.C. held 110,916.00 shares of Vanguard Growth ETF(VUG), totaling $48.63 Mil. This investment constitutes 30.1% of their stock portfolio, and Fee-Only Financial Planning, L.C. now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2022Q4. And since then Fee-Only Financial Planning, L.C. has made 2 purchases of VUG, at an average price of $221.11, for a total of 127,080.00 shares. In addition, there have been 8 sales at an average price of $340.33 for 16,164.00 shares. Based on historical transaction data and VUG's current price of $448.08, Fee-Only Financial Planning, L.C.'s estimated gain on his VUG holdings is $27.10 Mil, reflecting a 96.45% gain to date.
Fee-Only Financial Planning, L.C. VUG ($448.08) Holding Chart
Fee-Only Financial Planning, L.C. VUG ($448.08) 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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