Number of Shares
5,486.00
Current Holdings Value*
$2.03 Mil
% of Portfolio
0.44%
Total Estimate Gain
$646,893.04
% of Total Estimate Gain
23.11%

Ironwood Financial, llc's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Ironwood Financial, llc held 5,486.00 shares of Vanguard Growth ETF(VUG), totaling $2.03 Mil. This investment constitutes 0.44% of their stock portfolio, and Ironwood Financial, llc now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2014Q4. And since then Ironwood Financial, llc has made 10 purchases of VUG, at an average price of $254.80, for a total of 10,988.00 shares. In addition, there have been 8 sales at an average price of $180.46 for 5,502.00 shares. Based on historical transaction data and VUG's current price of $447.28, Ironwood Financial, llc's estimated gain on his VUG holdings is $646,893.04, reflecting a 23.11% gain to date.

Ironwood Financial, llc VUG ($447.28) Holding Chart

Ironwood Financial, 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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