Number of Shares
13,198.00
Current Holdings Value*
$4.89 Mil
% of Portfolio
0.26%
Total Estimate Gain
$15.70 Mil
% of Total Estimate Gain
10.36%

Checchi Capital Advisers, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Checchi Capital Advisers, LLC held 13,198.00 shares of Vanguard Growth ETF(VUG), totaling $4.89 Mil. This investment constitutes 0.26% of their stock portfolio, and Checchi Capital Advisers, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2014Q1. And since then Checchi Capital Advisers, LLC has made 20 purchases of VUG, at an average price of $293.69, for a total of 515,994.00 shares. In addition, there have been 14 sales at an average price of $321.02 for 502,796.00 shares. Based on historical transaction data and VUG's current price of $441.98, Checchi Capital Advisers, LLC's estimated gain on his VUG holdings is $15.70 Mil, reflecting a 10.36% gain to date.

Checchi Capital Advisers, LLC VUG ($441.98) Holding Chart

Checchi Capital Advisers, LLC VUG ($441.98) 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 %

Top Ranked Articles

  • 1