Number of Shares
6,133.00
Current Holdings Value*
$2.27 Mil
% of Portfolio
1.72%
Total Estimate Gain
$12.39 Mil
% of Total Estimate Gain
60.66%

VestGen Investment Management's Vanguard Growth ETF Holding Summary

As of 2025-03-31, VestGen Investment Management held 6,133.00 shares of Vanguard Growth ETF(VUG), totaling $2.27 Mil. This investment constitutes 1.72% of their stock portfolio, and VestGen Investment Management now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2019Q4. And since then VestGen Investment Management has made 10 purchases of VUG, at an average price of $221.46, for a total of 92,205.00 shares. In addition, there have been 12 sales at an average price of $349.69 for 86,072.00 shares. Based on historical transaction data and VUG's current price of $441.63, VestGen Investment Management's estimated gain on his VUG holdings is $12.39 Mil, reflecting a 60.66% gain to date.

VestGen Investment Management VUG ($441.63) Holding Chart

VestGen Investment Management VUG ($441.63) 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 %

Top Ranked Articles

  • 1