Number of Shares
33,005.00
Current Holdings Value*
$14.47 Mil
% of Portfolio
5.29%
Total Estimate Gain
$10.64 Mil
% of Total Estimate Gain
62.85%

Financial Insights, Inc.'s Vanguard Growth ETF Holding Summary

As of 2025-06-30, Financial Insights, Inc. held 33,005.00 shares of Vanguard Growth ETF(VUG), totaling $14.47 Mil. This investment constitutes 5.29% of their stock portfolio, and Financial Insights, Inc. now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2020Q2. And since then Financial Insights, Inc. has made 9 purchases of VUG, at an average price of $225.22, for a total of 75,188.00 shares. In addition, there have been 9 sales at an average price of $302.66 for 42,183.00 shares. Based on historical transaction data and VUG's current price of $448.69, Financial Insights, Inc.'s estimated gain on his VUG holdings is $10.64 Mil, reflecting a 62.85% gain to date.

Financial Insights, Inc. VUG ($448.69) Holding Chart

Financial Insights, Inc. VUG ($448.69) 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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