Number of Shares
46,625.00
Current Holdings Value*
$20.44 Mil
% of Portfolio
9.97%
Total Estimate Gain
$10.13 Mil
% of Total Estimate Gain
56.76%

IVC Wealth Advisors LLC's Vanguard Growth ETF Holding Summary

As of 2025-06-30, IVC Wealth Advisors LLC held 46,625.00 shares of Vanguard Growth ETF(VUG), totaling $20.44 Mil. This investment constitutes 9.97% of their stock portfolio, and IVC Wealth Advisors LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2020Q4. And since then IVC Wealth Advisors LLC has made 8 purchases of VUG, at an average price of $247.52, for a total of 72,078.00 shares. In addition, there have been 10 sales at an average price of $279.47 for 25,453.00 shares. Based on historical transaction data and VUG's current price of $447.28, IVC Wealth Advisors LLC's estimated gain on his VUG holdings is $10.13 Mil, reflecting a 56.76% gain to date.

IVC Wealth Advisors LLC VUG ($447.28) Holding Chart

IVC Wealth Advisors LLC VUG ($447.28) 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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