Nabity-Jensen Investment Management Inc VUG Holdings History
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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