Number of Shares
7,700.00
Current Holdings Value*
$3.38 Mil
% of Portfolio
2.36%
Total Estimate Gain
$1.03 Mil
% of Total Estimate Gain
38.75%

Wilson & Boucher Capital Management, LLC's Vanguard Growth ETF Holding Summary

As of 2025-06-30, Wilson & Boucher Capital Management, LLC held 7,700.00 shares of Vanguard Growth ETF(VUG), totaling $3.38 Mil. This investment constitutes 2.36% of their stock portfolio, and Wilson & Boucher Capital Management, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2021Q4. And since then Wilson & Boucher Capital Management, LLC has made 5 purchases of VUG, at an average price of $309.38, for a total of 8,605.00 shares. In addition, there have been 6 sales at an average price of $258.35 for 905.00 shares. Based on historical transaction data and VUG's current price of $449.35, Wilson & Boucher Capital Management, LLC's estimated gain on his VUG holdings is $1.03 Mil, reflecting a 38.75% gain to date.

Wilson & Boucher Capital Management, LLC VUG ($449.35) Holding Chart

Wilson & Boucher Capital Management, LLC VUG ($449.35) 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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