Financial Planning & Information Services, Inc. VUG Holdings History
Financial Planning & Information Services, Inc.'s Vanguard Growth ETF Holding Summary
As of 2024-09-30, Financial Planning & Information Services, Inc. held 79,650.00 shares of Vanguard Growth ETF(VUG), totaling $30.58 Mil. This investment constitutes 4.21% of their stock portfolio, and Financial Planning & Information Services, Inc. now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q2. And since then Financial Planning & Information Services, Inc. has made 9 purchases of VUG, at an average price of $161.74, for a total of 223,064.00 shares. In addition, there have been 16 sales at an average price of $192.58 for 143,414.00 shares. Based on historical transaction data and VUG's current price of $447.84, Financial Planning & Information Services, Inc.'s estimated gain on his VUG holdings is $27.21 Mil, reflecting a 75.42% gain to date.
Financial Planning & Information Services, Inc. VUG ($447.84) Holding Chart
Financial Planning & Information Services, Inc. VUG ($447.84) 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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