Number of Shares
9,380.00
Current Holdings Value*
$4.11 Mil
% of Portfolio
1.54%
Total Estimate Gain
$3.46 Mil
% of Total Estimate Gain
60.08%

Global Financial Private Client, LLC's Vanguard Growth ETF Holding Summary

As of 2025-06-30, Global Financial Private Client, LLC held 9,380.00 shares of Vanguard Growth ETF(VUG), totaling $4.11 Mil. This investment constitutes 1.54% of their stock portfolio, and Global Financial Private Client, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2019Q4. And since then Global Financial Private Client, LLC has made 7 purchases of VUG, at an average price of $195.08, for a total of 29,509.00 shares. In addition, there have been 15 sales at an average price of $248.85 for 20,129.00 shares. Based on historical transaction data and VUG's current price of $448.39, Global Financial Private Client, LLC's estimated gain on his VUG holdings is $3.46 Mil, reflecting a 60.08% gain to date.

Global Financial Private Client, LLC VUG ($448.39) Holding Chart

Global Financial Private Client, LLC VUG ($448.39) 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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