Number of Shares
167,710.00
Current Holdings Value*
$62.19 Mil
% of Portfolio
10.43%
Total Estimate Gain
$23.46 Mil
% of Total Estimate Gain
47.80%

Clark Asset Management, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Clark Asset Management, LLC held 167,710.00 shares of Vanguard Growth ETF(VUG), totaling $62.19 Mil. This investment constitutes 10.43% of their stock portfolio, and Clark Asset Management, LLC now holds 0.04% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2022Q4. And since then Clark Asset Management, LLC has made 8 purchases of VUG, at an average price of $292.67, for a total of 167,710.00 shares. Based on historical transaction data and VUG's current price of $432.57, Clark Asset Management, LLC's estimated gain on his VUG holdings is $23.46 Mil, reflecting a 47.80% gain to date.

Clark Asset Management, LLC VUG ($432.57) Holding Chart

Clark Asset Management, LLC VUG ($432.57) 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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