Agate Pass Investment Management, LLC VUG Holdings History
Agate Pass Investment Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Agate Pass Investment Management, LLC held 20,528.00 shares of Vanguard Growth ETF(VUG), totaling $7.61 Mil. This investment constitutes 3.26% of their stock portfolio, and Agate Pass Investment Management, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then Agate Pass Investment Management, LLC has made 11 purchases of VUG, at an average price of $327.68, for a total of 21,723.00 shares. In addition, there have been 2 sales at an average price of $267.96 for 1,195.00 shares. Based on historical transaction data and VUG's current price of $448.39, Agate Pass Investment Management, LLC's estimated gain on his VUG holdings is $2.41 Mil, reflecting a 33.81% gain to date.
Agate Pass Investment Management, LLC VUG ($448.39) Holding Chart
Agate Pass Investment Management, 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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