Number of Shares
500.00
Current Holdings Value*
$219,200.00
% of Portfolio
0.24%
Total Estimate Gain
$30,055.00
% of Total Estimate Gain
7.53%

Unified Investment Management's Vanguard Growth ETF Holding Summary

As of 2025-06-30, Unified Investment Management held 500.00 shares of Vanguard Growth ETF(VUG), totaling $219,200.00. This investment constitutes 0.24% of their stock portfolio, and Unified Investment Management now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2024Q4. And since then Unified Investment Management has made 1 purchases of VUG, at an average price of $399.05, for a total of 1,000.00 shares. In addition, there have been 1 sales at an average price of $404.54 for 500.00 shares. Based on historical transaction data and VUG's current price of $453.66, Unified Investment Management's estimated gain on his VUG holdings is $30,055.00, reflecting a 7.53% gain to date.

Unified Investment Management VUG ($453.66) Holding Chart

Unified Investment Management VUG ($453.66) 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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