Number of Shares
13,733.00
Current Holdings Value*
$5.14 Mil
% of Portfolio
3.76%
Total Estimate Gain
$2.29 Mil
% of Total Estimate Gain
48.34%

Spotlight Asset Group, Inc.'s Vanguard Growth ETF Holding Summary

As of 2024-06-30, Spotlight Asset Group, Inc. held 13,733.00 shares of Vanguard Growth ETF(VUG), totaling $5.14 Mil. This investment constitutes 3.76% of their stock portfolio, and Spotlight Asset Group, Inc. now holds -% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2020Q1. And since then Spotlight Asset Group, Inc. has made 3 purchases of VUG, at an average price of $258.63, for a total of 18,296.00 shares. In addition, there have been 4 sales at an average price of $219.13 for 4,563.00 shares. Based on historical transaction data and VUG's current price of $438.32, Spotlight Asset Group, Inc.'s estimated gain on his VUG holdings is $2.29 Mil, reflecting a 48.34% gain to date.

Spotlight Asset Group, Inc. VUG ($438.32) Holding Chart

Spotlight Asset Group, Inc. VUG ($438.32) 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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