Number of Shares
136,533.00
Current Holdings Value*
$50.63 Mil
% of Portfolio
9.12%
Total Estimate Gain
$38.89 Mil
% of Total Estimate Gain
111.23%

Pathway Financial Advisors LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Pathway Financial Advisors LLC held 136,533.00 shares of Vanguard Growth ETF(VUG), totaling $50.63 Mil. This investment constitutes 9.12% of their stock portfolio, and Pathway Financial Advisors LLC now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2018Q2. And since then Pathway Financial Advisors LLC has made 10 purchases of VUG, at an average price of $184.87, for a total of 189,122.00 shares. In addition, there have been 16 sales at an average price of $243.09 for 52,589.00 shares. Based on historical transaction data and VUG's current price of $447.28, Pathway Financial Advisors LLC's estimated gain on his VUG holdings is $38.89 Mil, reflecting a 111.23% gain to date.

Pathway Financial Advisors LLC VUG ($447.28) Holding Chart

Pathway Financial Advisors LLC VUG ($447.28) 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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