Number of Shares
24,279.00
Current Holdings Value*
$10.64 Mil
% of Portfolio
7.85%
Total Estimate Gain
$3.98 Mil
% of Total Estimate Gain
53.69%

Nabity-Jensen Investment Management Inc's Vanguard Growth ETF Holding Summary

As of 2025-06-30, Nabity-Jensen Investment Management Inc held 24,279.00 shares of Vanguard Growth ETF(VUG), totaling $10.64 Mil. This investment constitutes 7.85% of their stock portfolio, and Nabity-Jensen Investment Management Inc now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2023Q4. In addition, there have been 3 sales at an average price of $378.47 for 1,302.00 shares. Based on historical transaction data and VUG's current price of $448.69, Nabity-Jensen Investment Management Inc's estimated gain on his VUG holdings is $3.98 Mil, reflecting a 53.69% gain to date.

Nabity-Jensen Investment Management Inc VUG ($448.69) Holding Chart

Nabity-Jensen Investment Management Inc VUG ($448.69) 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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