Number of Shares
183,036.00
Current Holdings Value*
$61.22 Mil
% of Portfolio
1.69%
Total Estimate Gain
$18.59 Mil
% of Total Estimate Gain
34.31%

TD PRIVATE CLIENT WEALTH LLC's Vanguard S&P 500 Growth ETF Holding Summary

As of 2025-03-31, TD PRIVATE CLIENT WEALTH LLC held 183,036.00 shares of Vanguard S&P 500 Growth ETF(VOOG), totaling $61.22 Mil. This investment constitutes 1.69% of their stock portfolio, and TD PRIVATE CLIENT WEALTH LLC now holds 0.44% of the outstanding Vanguard S&P 500 Growth ETF(VOOG) stock.

The initial trade took place in 2020Q4. And since then TD PRIVATE CLIENT WEALTH LLC has made 15 purchases of VOOG, at an average price of $295.75, for a total of 183,191.00 shares. In addition, there have been 2 sales at an average price of $258.76 for 155.00 shares. Based on historical transaction data and VOOG's current price of $397.34, TD PRIVATE CLIENT WEALTH LLC's estimated gain on his VOOG holdings is $18.59 Mil, reflecting a 34.31% gain to date.

TD PRIVATE CLIENT WEALTH LLC VOOG ($397.34) Holding Chart

TD PRIVATE CLIENT WEALTH LLC VOOG ($397.34) 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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