Number of Shares
60,307.00
Current Holdings Value*
$22.36 Mil
% of Portfolio
15.56%
Total Estimate Gain
$9.54 Mil
% of Total Estimate Gain
53.23%

Taylor Financial Group, Inc.'s Vanguard Growth ETF Holding Summary

As of 2025-03-31, Taylor Financial Group, Inc. held 60,307.00 shares of Vanguard Growth ETF(VUG), totaling $22.36 Mil. This investment constitutes 15.56% of their stock portfolio, and Taylor Financial Group, Inc. now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2023Q4. And since then Taylor Financial Group, Inc. has made 2 purchases of VUG, at an average price of $291.83, for a total of 61,428.00 shares. In addition, there have been 3 sales at an average price of $382.50 for 1,121.00 shares. Based on historical transaction data and VUG's current price of $448.39, Taylor Financial Group, Inc.'s estimated gain on his VUG holdings is $9.54 Mil, reflecting a 53.23% gain to date.

Taylor Financial Group, Inc. VUG ($448.39) Holding Chart

Taylor Financial Group, 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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