Number of Shares
22,648.00
Current Holdings Value*
$9.93 Mil
% of Portfolio
6.19%
Total Estimate Gain
$3.39 Mil
% of Total Estimate Gain
41.65%

Hofer & Associates. Inc's Vanguard Growth ETF Holding Summary

As of 2025-06-30, Hofer & Associates. Inc held 22,648.00 shares of Vanguard Growth ETF(VUG), totaling $9.93 Mil. This investment constitutes 6.19% of their stock portfolio, and Hofer & Associates. Inc now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2021Q4. And since then Hofer & Associates. Inc has made 11 purchases of VUG, at an average price of $309.80, for a total of 26,270.00 shares. In addition, there have been 3 sales at an average price of $397.69 for 3,622.00 shares. Based on historical transaction data and VUG's current price of $445.42, Hofer & Associates. Inc's estimated gain on his VUG holdings is $3.39 Mil, reflecting a 41.65% gain to date.

Hofer & Associates. Inc VUG ($445.42) Holding Chart

Hofer & Associates. Inc VUG ($445.42) 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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