Number of Shares
77,799.00
Current Holdings Value*
$28.85 Mil
% of Portfolio
9.26%
Total Estimate Gain
$16.27 Mil
% of Total Estimate Gain
87.45%

LEGACY FINANCIAL GROUP, INC.'s Vanguard Growth ETF Holding Summary

As of 2025-03-31, LEGACY FINANCIAL GROUP, INC. held 77,799.00 shares of Vanguard Growth ETF(VUG), totaling $28.85 Mil. This investment constitutes 9.26% of their stock portfolio, and LEGACY FINANCIAL GROUP, INC. now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2022Q4. And since then LEGACY FINANCIAL GROUP, INC. has made 9 purchases of VUG, at an average price of $239.20, for a total of 77,799.00 shares. Based on historical transaction data and VUG's current price of $448.39, LEGACY FINANCIAL GROUP, INC.'s estimated gain on his VUG holdings is $16.27 Mil, reflecting a 87.45% gain to date.

LEGACY FINANCIAL GROUP, INC. VUG ($448.39) Holding Chart

LEGACY FINANCIAL GROUP, INC. VUG ($448.39) 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 %

Top Ranked Articles

  • 1