WEBSTERROGERS FINANCIAL ADVISORS, LLC VUG Holdings History
WEBSTERROGERS FINANCIAL ADVISORS, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, WEBSTERROGERS FINANCIAL ADVISORS, LLC held 67,226.00 shares of Vanguard Growth ETF(VUG), totaling $29.47 Mil. This investment constitutes 9.37% of their stock portfolio, and WEBSTERROGERS FINANCIAL ADVISORS, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2022Q4. And since then WEBSTERROGERS FINANCIAL ADVISORS, LLC has made 9 purchases of VUG, at an average price of $285.35, for a total of 83,188.00 shares. In addition, there have been 2 sales at an average price of $291.44 for 15,962.00 shares. Based on historical transaction data and VUG's current price of $448.39, WEBSTERROGERS FINANCIAL ADVISORS, LLC's estimated gain on his VUG holdings is $11.06 Mil, reflecting a 46.58% gain to date.
WEBSTERROGERS FINANCIAL ADVISORS, LLC VUG ($448.39) Holding Chart
WEBSTERROGERS FINANCIAL ADVISORS, LLC 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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