Ellis Investment Partners, LLC VUG Holdings History
Ellis Investment Partners, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Ellis Investment Partners, LLC held 65,623.00 shares of Vanguard Growth ETF(VUG), totaling $24.33 Mil. This investment constitutes 5.03% of their stock portfolio, and Ellis Investment Partners, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q4. And since then Ellis Investment Partners, LLC has made 17 purchases of VUG, at an average price of $181.45, for a total of 77,761.00 shares. In addition, there have been 8 sales at an average price of $323.01 for 12,138.00 shares. Based on historical transaction data and VUG's current price of $450.40, Ellis Investment Partners, LLC's estimated gain on his VUG holdings is $19.37 Mil, reflecting a 137.27% gain to date.
Ellis Investment Partners, LLC VUG ($450.40) Holding Chart
Ellis Investment Partners, LLC VUG ($450.40) 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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