Number of Shares
37,240.00
Current Holdings Value*
$5.83 Mil
% of Portfolio
4.87%
Total Estimate Gain
$13.82 Mil
% of Total Estimate Gain
56.61%

Noven Financial Group, Inc.'s Vanguard Growth ETF Holding Summary

As of 2020-03-31, Noven Financial Group, Inc. held 37,240.00 shares of Vanguard Growth ETF(VUG), totaling $5.83 Mil. This investment constitutes 4.87% of their stock portfolio, and Noven Financial Group, Inc. now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2013Q4. And since then Noven Financial Group, Inc. has made 7 purchases of VUG, at an average price of $104.24, for a total of 234,182.00 shares. In addition, there have been 7 sales at an average price of $109.10 for 196,942.00 shares. Based on historical transaction data and VUG's current price of $449.63, Noven Financial Group, Inc.'s estimated gain on his VUG holdings is $13.82 Mil, reflecting a 56.61% gain to date.

Noven Financial Group, Inc. VUG ($449.63) Holding Chart

Noven Financial Group, Inc. VUG ($449.63) 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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