Number of Shares
37,486.00
Current Holdings Value*
$13.89 Mil
% of Portfolio
6.26%
Total Estimate Gain
$6.43 Mil
% of Total Estimate Gain
57.08%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's Vanguard Growth ETF Holding Summary

As of 2025-03-31, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held 37,486.00 shares of Vanguard Growth ETF(VUG), totaling $13.89 Mil. This investment constitutes 6.26% of their stock portfolio, and KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2021Q4. And since then KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT has made 3 purchases of VUG, at an average price of $276.20, for a total of 40,809.00 shares. In addition, there have been 4 sales at an average price of $382.71 for 3,323.00 shares. Based on historical transaction data and VUG's current price of $438.40, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's estimated gain on his VUG holdings is $6.43 Mil, reflecting a 57.08% gain to date.

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT VUG ($438.40) Holding Chart

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT VUG ($438.40) 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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