IFP Advisors, Inc VUG Holdings History

Number of Shares
160,817.00
Current Holdings Value*
$59.66 Mil
% of Portfolio
1.84%
Total Estimate Gain
$18.67 Mil
% of Total Estimate Gain
16.65%

IFP Advisors, Inc's Vanguard Growth ETF Holding Summary

As of 2025-03-31, IFP Advisors, Inc held 160,817.00 shares of Vanguard Growth ETF(VUG), totaling $59.66 Mil. This investment constitutes 1.84% of their stock portfolio, and IFP Advisors, Inc now holds 0.04% 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 11 sales at an average price of $216.31 for 272,201.00 shares. Based on historical transaction data and VUG's current price of $446.94, IFP Advisors, Inc's estimated gain on his VUG holdings is $18.67 Mil, reflecting a 16.65% gain to date.

IFP Advisors, Inc VUG ($446.94) Holding Chart

IFP Advisors, Inc VUG ($446.94) 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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