IFP Advisors, Inc VUG Holdings History

Number of Shares
113,281.00
Current Holdings Value*
$49.69 Mil
% of Portfolio
1.41%
Total Estimate Gain
$16.78 Mil
% of Total Estimate Gain
14.97%

IFP Advisors, Inc's Vanguard Growth ETF Holding Summary

As of 2025-06-30, IFP Advisors, Inc held 113,281.00 shares of Vanguard Growth ETF(VUG), totaling $49.69 Mil. This investment constitutes 1.41% of their stock portfolio, and IFP Advisors, Inc now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2018Q2. And since then IFP Advisors, Inc has made 13 purchases of VUG, at an average price of $258.86, for a total of 433,018.00 shares. In addition, there have been 12 sales at an average price of $242.82 for 319,737.00 shares. Based on historical transaction data and VUG's current price of $452.27, IFP Advisors, Inc's estimated gain on his VUG holdings is $16.78 Mil, reflecting a 14.97% gain to date.

IFP Advisors, Inc VUG ($452.27) Holding Chart

IFP Advisors, Inc VUG ($452.27) 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 %

Top Ranked Articles

  • 1