Number of Shares
59,225.00
Current Holdings Value*
$21.96 Mil
% of Portfolio
20.54%
Total Estimate Gain
$8.89 Mil
% of Total Estimate Gain
50.03%

STEPHEN J. GARRY & ASSOCIATES, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, STEPHEN J. GARRY & ASSOCIATES, LLC held 59,225.00 shares of Vanguard Growth ETF(VUG), totaling $21.96 Mil. This investment constitutes 20.54% of their stock portfolio, and STEPHEN J. GARRY & ASSOCIATES, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2023Q4. And since then STEPHEN J. GARRY & ASSOCIATES, LLC has made 2 purchases of VUG, at an average price of $293.47, for a total of 60,531.00 shares. Based on historical transaction data and VUG's current price of $441.11, STEPHEN J. GARRY & ASSOCIATES, LLC's estimated gain on his VUG holdings is $8.89 Mil, reflecting a 50.03% gain to date.

STEPHEN J. GARRY & ASSOCIATES, LLC VUG ($441.11) Holding Chart

STEPHEN J. GARRY & ASSOCIATES, LLC VUG ($441.11) 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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