Number of Shares
149,125.00
Current Holdings Value*
$5.11 Mil
% of Portfolio
2.86%
Total Estimate Gain
$2.74 Mil
% of Total Estimate Gain
79.59%

Vawter Financial, Ltd.'s Capital Group Growth ETF Holding Summary

As of 2025-03-31, Vawter Financial, Ltd. held 149,125.00 shares of Capital Group Growth ETF(CGGR), totaling $5.11 Mil. This investment constitutes 2.86% of their stock portfolio, and Vawter Financial, Ltd. now holds 0.05% of the outstanding Capital Group Growth ETF(CGGR) stock.

The initial trade took place in 2022Q4. And since then Vawter Financial, Ltd. has made 8 purchases of CGGR, at an average price of $23.03, for a total of 149,278.00 shares. In addition, there have been 1 sales at an average price of $37.42 for 153.00 shares. Based on historical transaction data and CGGR's current price of $41.37, Vawter Financial, Ltd.'s estimated gain on his CGGR holdings is $2.74 Mil, reflecting a 79.59% gain to date.

Vawter Financial, Ltd. CGGR ($41.37) Holding Chart

Vawter Financial, Ltd. CGGR ($41.37) 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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