Number of Shares
9,791.00
Current Holdings Value*
$3.63 Mil
% of Portfolio
2.79%
Total Estimate Gain
$2.10 Mil
% of Total Estimate Gain
32.42%

RICHARDSON FINANCIAL SERVICES INC.'s Vanguard Growth ETF Holding Summary

As of 2025-03-31, RICHARDSON FINANCIAL SERVICES INC. held 9,791.00 shares of Vanguard Growth ETF(VUG), totaling $3.63 Mil. This investment constitutes 2.79% of their stock portfolio, and RICHARDSON FINANCIAL SERVICES INC. now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2023Q4. And since then RICHARDSON FINANCIAL SERVICES INC. has made 3 purchases of VUG, at an average price of $321.36, for a total of 20,173.00 shares. In addition, there have been 2 sales at an average price of $404.00 for 10,382.00 shares. Based on historical transaction data and VUG's current price of $448.39, RICHARDSON FINANCIAL SERVICES INC.'s estimated gain on his VUG holdings is $2.10 Mil, reflecting a 32.42% gain to date.

RICHARDSON FINANCIAL SERVICES INC. VUG ($448.39) Holding Chart

RICHARDSON FINANCIAL 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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