Jentner Corp VUG Holdings History

Number of Shares
160,015.00
Current Holdings Value*
$59.34 Mil
% of Portfolio
17.76%
Total Estimate Gain
$49.40 Mil
% of Total Estimate Gain
134.73%

Jentner Corp's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Jentner Corp held 160,015.00 shares of Vanguard Growth ETF(VUG), totaling $59.34 Mil. This investment constitutes 17.76% of their stock portfolio, and Jentner Corp now holds 0.04% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2018Q2. And since then Jentner Corp has made 12 purchases of VUG, at an average price of $167.68, for a total of 218,657.00 shares. In addition, there have been 16 sales at an average price of $271.53 for 58,642.00 shares. Based on historical transaction data and VUG's current price of $438.32, Jentner Corp's estimated gain on his VUG holdings is $49.40 Mil, reflecting a 134.73% gain to date.

Jentner Corp VUG ($438.32) Holding Chart

Jentner Corp VUG ($438.32) 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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