CSM Advisors, LLC VUG Holdings History
CSM Advisors, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, CSM Advisors, LLC held 397,274.00 shares of Vanguard Growth ETF(VUG), totaling $147.32 Mil. This investment constitutes 8.75% of their stock portfolio, and CSM Advisors, LLC now holds 0.11% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q2. And since then CSM Advisors, LLC has made 4 purchases of VUG, at an average price of $349.99, for a total of 708,461.00 shares. In addition, there have been 2 sales at an average price of $376.81 for 311,187.00 shares. Based on historical transaction data and VUG's current price of $451.18, CSM Advisors, LLC's estimated gain on his VUG holdings is $48.54 Mil, reflecting a 19.58% gain to date.
CSM Advisors, LLC VUG ($451.18) Holding Chart
CSM Advisors, LLC VUG ($451.18) 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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