Leo H. Evart, Inc. VUG Holdings History

Number of Shares
13,118.00
Current Holdings Value*
$3.57 Mil
% of Portfolio
5.48%
Total Estimate Gain
$1.48 Mil
% of Total Estimate Gain
26.28%

Leo H. Evart, Inc.'s Vanguard Growth ETF Holding Summary

As of 2023-09-30, Leo H. Evart, Inc. held 13,118.00 shares of Vanguard Growth ETF(VUG), totaling $3.57 Mil. This investment constitutes 5.48% of their stock portfolio, and Leo H. Evart, Inc. now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2021Q4. And since then Leo H. Evart, Inc. has made 2 purchases of VUG, at an average price of $311.94, for a total of 18,010.00 shares. In addition, there have been 5 sales at an average price of $242.51 for 4,892.00 shares. Based on historical transaction data and VUG's current price of $450.40, Leo H. Evart, Inc.'s estimated gain on his VUG holdings is $1.48 Mil, reflecting a 26.28% gain to date.

Leo H. Evart, Inc. VUG ($450.40) Holding Chart

Leo H. Evart, Inc. VUG ($450.40) 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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