Axiom Advisory, LLC VUG Holdings History

Number of Shares
7.25 Mil
Current Holdings Value*
$2.70 Bil
% of Portfolio
25.2%
Total Estimate Gain
$734.34 Mil
% of Total Estimate Gain
28.77%

Axiom Advisory, LLC's Vanguard Growth ETF Holding Summary

As of 2024-09-30, Axiom Advisory, LLC held 7.25 Mil shares of Vanguard Growth ETF(VUG), totaling $2.70 Bil. This investment constitutes 25.2% of their stock portfolio, and Axiom Advisory, LLC now holds 2.08% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2021Q4. And since then Axiom Advisory, LLC has made 8 purchases of VUG, at an average price of $350.60, for a total of 7.28 Mil shares. In addition, there have been 3 sales at an average price of $247.93 for 28,309.00 shares. Based on historical transaction data and VUG's current price of $452.27, Axiom Advisory, LLC's estimated gain on his VUG holdings is $734.34 Mil, reflecting a 28.77% gain to date.

Axiom Advisory, LLC VUG ($452.27) Holding Chart

Axiom Advisory, LLC VUG ($452.27) 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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