Number of Shares
72,906.00
Current Holdings Value*
$27.04 Mil
% of Portfolio
14.81%
Total Estimate Gain
$18.54 Mil
% of Total Estimate Gain
94.24%

R. W. Roge & Company, Inc.'s Vanguard Growth ETF Holding Summary

As of 2025-03-31, R. W. Roge & Company, Inc. held 72,906.00 shares of Vanguard Growth ETF(VUG), totaling $27.04 Mil. This investment constitutes 14.81% of their stock portfolio, and R. W. Roge & Company, Inc. now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2019Q4. And since then R. W. Roge & Company, Inc. has made 13 purchases of VUG, at an average price of $212.09, for a total of 92,738.00 shares. In addition, there have been 8 sales at an average price of $278.09 for 19,832.00 shares. Based on historical transaction data and VUG's current price of $448.39, R. W. Roge & Company, Inc.'s estimated gain on his VUG holdings is $18.54 Mil, reflecting a 94.24% gain to date.

R. W. Roge & Company, Inc. VUG ($448.39) Holding Chart

R. W. Roge & Company, 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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