Jacobsen Capital Management VUG Holdings History
Jacobsen Capital Management's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Jacobsen Capital Management held 100,286.00 shares of Vanguard Growth ETF(VUG), totaling $37.19 Mil. This investment constitutes 16.16% of their stock portfolio, and Jacobsen Capital Management now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q2. And since then Jacobsen Capital Management has made 14 purchases of VUG, at an average price of $191.77, for a total of 156,287.00 shares. In addition, there have been 8 sales at an average price of $232.25 for 56,001.00 shares. Based on historical transaction data and VUG's current price of $443.22, Jacobsen Capital Management's estimated gain on his VUG holdings is $27.48 Mil, reflecting a 91.70% gain to date.
Jacobsen Capital Management VUG ($443.22) Holding Chart
Jacobsen Capital Management VUG ($443.22) 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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