WARNER FINANCIAL, INC VUG Holdings History
WARNER FINANCIAL, INC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, WARNER FINANCIAL, INC held 62,600.00 shares of Vanguard Growth ETF(VUG), totaling $23.21 Mil. This investment constitutes 10.26% of their stock portfolio, and WARNER FINANCIAL, INC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then WARNER FINANCIAL, INC has made 10 purchases of VUG, at an average price of $301.59, for a total of 67,957.00 shares. In addition, there have been 3 sales at an average price of $362.47 for 5,357.00 shares. Based on historical transaction data and VUG's current price of $448.08, WARNER FINANCIAL, INC's estimated gain on his VUG holdings is $9.50 Mil, reflecting a 46.34% gain to date.
WARNER FINANCIAL, INC VUG ($448.08) Holding Chart
WARNER FINANCIAL, INC VUG ($448.08) 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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