KMS FINANCIAL SERVICES, INC VUG Holdings History
Number of Shares
333,266.00
Current Holdings Value*
$33.22 Mil
% of Portfolio
4.87%
Total Estimate Gain
$112.78 Mil
% of Total Estimate Gain
355.16%
KMS FINANCIAL SERVICES, INC's Vanguard Growth ETF Holding Summary
As of 2014-09-30, KMS FINANCIAL SERVICES, INC held 333,266.00 shares of Vanguard Growth ETF(VUG), totaling $33.22 Mil. This investment constitutes 4.87% of their stock portfolio, and KMS FINANCIAL SERVICES, INC now holds 0.11% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2014Q2. And since then KMS FINANCIAL SERVICES, INC has made 2 purchases of VUG, at an average price of $95.28, for a total of 333,266.00 shares. Based on historical transaction data and VUG's current price of $433.69, KMS FINANCIAL SERVICES, INC's estimated gain on his VUG holdings is $112.78 Mil, reflecting a 355.16% gain to date.
KMS FINANCIAL SERVICES, INC VUG ($433.69) Holding Chart
KMS FINANCIAL SERVICES, INC VUG ($433.69) 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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