GEN Financial Management, INC. VOOG Holdings History
Number of Shares
4,613.00
Current Holdings Value*
$1.83 Mil
% of Portfolio
1.5%
Total Estimate Gain
$207,196.27
% of Total Estimate Gain
12.41%
GEN Financial Management, INC.'s Vanguard S&P 500 Growth ETF Holding Summary
As of 2025-06-30, GEN Financial Management, INC. held 4,613.00 shares of Vanguard S&P 500 Growth ETF(VOOG), totaling $1.83 Mil. This investment constitutes 1.5% of their stock portfolio, and GEN Financial Management, INC. now holds 0.01% of the outstanding Vanguard S&P 500 Growth ETF(VOOG) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $363.34 for 23.00 shares. Based on historical transaction data and VOOG's current price of $405.08, GEN Financial Management, INC.'s estimated gain on his VOOG holdings is $207,196.27, reflecting a 12.41% gain to date.
GEN Financial Management, INC. VOOG ($405.08) Holding Chart
GEN Financial Management, INC. 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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