Tobias Financial Advisors, Inc. VUG Holdings History
Tobias Financial Advisors, Inc.'s Vanguard Growth ETF Holding Summary
As of 2025-03-31, Tobias Financial Advisors, Inc. held 74,673.00 shares of Vanguard Growth ETF(VUG), totaling $27.69 Mil. This investment constitutes 5.38% of their stock portfolio, and Tobias Financial Advisors, Inc. now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q4. And since then Tobias Financial Advisors, Inc. has made 9 purchases of VUG, at an average price of $232.94, for a total of 172,073.00 shares. In addition, there have been 12 sales at an average price of $298.39 for 97,400.00 shares. Based on historical transaction data and VUG's current price of $448.39, Tobias Financial Advisors, Inc.'s estimated gain on his VUG holdings is $22.46 Mil, reflecting a 56.04% gain to date.
Tobias Financial Advisors, Inc. VUG ($448.39) Holding Chart
Tobias Financial Advisors, 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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