Yoder Wealth Management, Inc. VUG Holdings History
Yoder Wealth Management, Inc.'s Vanguard Growth ETF Holding Summary
As of 2025-03-31, Yoder Wealth Management, Inc. held 20,857.00 shares of Vanguard Growth ETF(VUG), totaling $7.73 Mil. This investment constitutes 4.35% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q1. And since then Yoder Wealth Management, Inc. has made 1 purchases of VUG, at an average price of $234.39, for a total of 23,528.00 shares. In addition, there have been 6 sales at an average price of $295.52 for 2,671.00 shares. Based on historical transaction data and VUG's current price of $448.39, Yoder Wealth Management, Inc.'s estimated gain on his VUG holdings is $4.63 Mil, reflecting a 83.90% gain to date.
Yoder Wealth Management, Inc. VUG ($448.39) Holding Chart
Yoder Wealth 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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