Number of Shares
70,633.00
Current Holdings Value*
$26.19 Mil
% of Portfolio
10.36%
Total Estimate Gain
$8.20 Mil
% of Total Estimate Gain
17.31%

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

As of 2025-03-31, Tilson Financial Group, Inc. held 70,633.00 shares of Vanguard Growth ETF(VUG), totaling $26.19 Mil. This investment constitutes 10.36% of their stock portfolio, and Tilson Financial Group, Inc. now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2022Q4. And since then Tilson Financial Group, Inc. has made 7 purchases of VUG, at an average price of $321.24, for a total of 147,418.00 shares. In addition, there have been 2 sales at an average price of $316.93 for 76,785.00 shares. Based on historical transaction data and VUG's current price of $441.98, Tilson Financial Group, Inc.'s estimated gain on his VUG holdings is $8.20 Mil, reflecting a 17.31% gain to date.

Tilson Financial Group, Inc. VUG ($441.98) Holding Chart

Tilson Financial Group, Inc. VUG ($441.98) 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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