Number of Shares
42,047.00
Current Holdings Value*
$15.25 Mil
% of Portfolio
3.29%
Total Estimate Gain
$10.92 Mil
% of Total Estimate Gain
88.57%

Leonard Rickey Investment Advisors P.L.L.C.'s Vanguard Growth ETF Holding Summary

As of 2025-03-31, Leonard Rickey Investment Advisors P.L.L.C. held 42,047.00 shares of Vanguard Growth ETF(VUG), totaling $15.25 Mil. This investment constitutes 3.29% of their stock portfolio, and Leonard Rickey Investment Advisors P.L.L.C. now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2018Q2. And since then Leonard Rickey Investment Advisors P.L.L.C. has made 14 purchases of VUG, at an average price of $201.48, for a total of 61,185.00 shares. In addition, there have been 14 sales at an average price of $243.60 for 19,138.00 shares. Based on historical transaction data and VUG's current price of $441.98, Leonard Rickey Investment Advisors P.L.L.C.'s estimated gain on his VUG holdings is $10.92 Mil, reflecting a 88.57% gain to date.

Leonard Rickey Investment Advisors P.L.L.C. VUG ($441.98) Holding Chart

Leonard Rickey Investment Advisors P.L.L.C. VUG ($441.98) 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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