Number of Shares
13,062.00
Current Holdings Value*
$4.84 Mil
% of Portfolio
2.92%
Total Estimate Gain
$611,211.12
% of Total Estimate Gain
11.59%

MOKAN Wealth Management Inc.'s Vanguard Growth ETF Holding Summary

As of 2025-03-31, MOKAN Wealth Management Inc. held 13,062.00 shares of Vanguard Growth ETF(VUG), totaling $4.84 Mil. This investment constitutes 2.92% of their stock portfolio, and MOKAN Wealth Management Inc. now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2024Q4. And since then MOKAN Wealth Management Inc. has made 1 purchases of VUG, at an average price of $403.61, for a total of 13,062.00 shares. Based on historical transaction data and VUG's current price of $450.40, MOKAN Wealth Management Inc.'s estimated gain on his VUG holdings is $611,211.12, reflecting a 11.59% gain to date.

MOKAN Wealth Management Inc. VUG ($450.40) Holding Chart

MOKAN Wealth Management 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 %

Top Ranked Articles

  • 1