Quantum Financial Planning Services, Inc. VUG Holdings History
Quantum Financial Planning Services, Inc.'s Vanguard Growth ETF Holding Summary
As of 2025-03-31, Quantum Financial Planning Services, Inc. held 123,485.00 shares of Vanguard Growth ETF(VUG), totaling $45.79 Mil. This investment constitutes 25.05% of their stock portfolio, and Quantum Financial Planning Services, Inc. now holds 0.03% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q4. And since then Quantum Financial Planning Services, Inc. has made 1 purchases of VUG, at an average price of $403.48, for a total of 123,485.00 shares. Based on historical transaction data and VUG's current price of $448.39, Quantum Financial Planning Services, Inc.'s estimated gain on his VUG holdings is $5.55 Mil, reflecting a 11.13% gain to date.
Quantum Financial Planning Services, Inc. VUG ($448.39) Holding Chart
Quantum Financial Planning Services, Inc. VUG ($448.39) 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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