Number of Shares
9,062.00
Current Holdings Value*
$3.36 Mil
% of Portfolio
1.51%
Total Estimate Gain
$2.30 Mil
% of Total Estimate Gain
26.05%

Houlihan Financial Resource Group, Ltd.'s Vanguard Growth ETF Holding Summary

As of 2025-03-31, Houlihan Financial Resource Group, Ltd. held 9,062.00 shares of Vanguard Growth ETF(VUG), totaling $3.36 Mil. This investment constitutes 1.51% of their stock portfolio, and Houlihan Financial Resource Group, Ltd. now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2019Q4. And since then Houlihan Financial Resource Group, Ltd. has made 8 purchases of VUG, at an average price of $274.32, for a total of 32,185.00 shares. In addition, there have been 5 sales at an average price of $305.79 for 23,123.00 shares. Based on historical transaction data and VUG's current price of $447.82, Houlihan Financial Resource Group, Ltd.'s estimated gain on his VUG holdings is $2.30 Mil, reflecting a 26.05% gain to date.

Houlihan Financial Resource Group, Ltd. VUG ($447.82) Holding Chart

Houlihan Financial Resource Group, Ltd. VUG ($447.82) 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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