Gratus Capital, LLC VTHR Holdings History
Number of Shares
194,586.00
Current Holdings Value*
$46.62 Mil
% of Portfolio
1.87%
Total Estimate Gain
$10.25 Mil
% of Total Estimate Gain
23.74%
Gratus Capital, LLC's Vanguard Russell 3000 Index Fund Holding Summary
As of 2024-06-30, Gratus Capital, LLC held 194,586.00 shares of Vanguard Russell 3000 Index Fund(VTHR), totaling $46.62 Mil. This investment constitutes 1.87% of their stock portfolio, and Gratus Capital, LLC now holds -% of the outstanding Vanguard Russell 3000 Index Fund(VTHR) stock.
The initial trade took place in 2024Q1. And since then Gratus Capital, LLC has made 2 purchases of VTHR, at an average price of $221.93, for a total of 194,586.00 shares. Based on historical transaction data and VTHR's current price of $274.60, Gratus Capital, LLC's estimated gain on his VTHR holdings is $10.25 Mil, reflecting a 23.74% gain to date.
Gratus Capital, LLC VTHR ($274.60) Holding Chart
Gratus Capital, LLC VTHR ($274.60) 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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