Number of Shares
26,775.00
Current Holdings Value*
$9.93 Mil
% of Portfolio
2.78%
Total Estimate Gain
$7.07 Mil
% of Total Estimate Gain
60.17%

Elevated Capital Advisors, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Elevated Capital Advisors, LLC held 26,775.00 shares of Vanguard Growth ETF(VUG), totaling $9.93 Mil. This investment constitutes 2.78% of their stock portfolio, and Elevated Capital Advisors, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2019Q1. And since then Elevated Capital Advisors, LLC has made 9 purchases of VUG, at an average price of $210.26, for a total of 55,900.00 shares. In addition, there have been 6 sales at an average price of $243.40 for 29,125.00 shares. Based on historical transaction data and VUG's current price of $438.32, Elevated Capital Advisors, LLC's estimated gain on his VUG holdings is $7.07 Mil, reflecting a 60.17% gain to date.

Elevated Capital Advisors, LLC VUG ($438.32) Holding Chart

Elevated Capital Advisors, LLC VUG ($438.32) 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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