Number of Shares
17,298.00
Current Holdings Value*
$7.58 Mil
% of Portfolio
2.93%
Total Estimate Gain
$2.75 Mil
% of Total Estimate Gain
50.69%

Weinberger Asset Management, Inc's Vanguard Growth ETF Holding Summary

As of 2025-06-30, Weinberger Asset Management, Inc held 17,298.00 shares of Vanguard Growth ETF(VUG), totaling $7.58 Mil. This investment constitutes 2.93% of their stock portfolio, and Weinberger Asset Management, Inc now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2021Q4. And since then Weinberger Asset Management, Inc has made 10 purchases of VUG, at an average price of $292.62, for a total of 18,511.00 shares. In addition, there have been 4 sales at an average price of $335.14 for 1,213.00 shares. Based on historical transaction data and VUG's current price of $448.39, Weinberger Asset Management, Inc's estimated gain on his VUG holdings is $2.75 Mil, reflecting a 50.69% gain to date.

Weinberger Asset Management, Inc VUG ($448.39) Holding Chart

Weinberger Asset Management, Inc 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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