Goepper Burkhardt LLC VUG Holdings History
Number of Shares
3,057.00
Current Holdings Value*
$1.13 Mil
% of Portfolio
0.45%
Total Estimate Gain
$90,227.19
% of Total Estimate Gain
7.30%
Goepper Burkhardt LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Goepper Burkhardt LLC held 3,057.00 shares of Vanguard Growth ETF(VUG), totaling $1.13 Mil. This investment constitutes 0.45% of their stock portfolio, and Goepper Burkhardt LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q4. And since then Goepper Burkhardt LLC has made 2 purchases of VUG, at an average price of $404.18, for a total of 3,057.00 shares. Based on historical transaction data and VUG's current price of $433.69, Goepper Burkhardt LLC's estimated gain on his VUG holdings is $90,227.19, reflecting a 7.30% gain to date.
Goepper Burkhardt LLC VUG ($433.69) Holding Chart
Goepper Burkhardt LLC VUG ($433.69) 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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