Gratus Capital, LLC VUG Holdings History

Number of Shares
356,984.00
Current Holdings Value*
$133.52 Mil
% of Portfolio
5.35%
Total Estimate Gain
$78.43 Mil
% of Total Estimate Gain
81.56%

Gratus Capital, LLC's Vanguard Growth ETF Holding Summary

As of 2024-06-30, Gratus Capital, LLC held 356,984.00 shares of Vanguard Growth ETF(VUG), totaling $133.52 Mil. This investment constitutes 5.35% of their stock portfolio, and Gratus Capital, LLC now holds -% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2022Q1. And since then Gratus Capital, LLC has made 6 purchases of VUG, at an average price of $236.71, for a total of 406,270.00 shares. In addition, there have been 4 sales at an average price of $294.79 for 49,286.00 shares. Based on historical transaction data and VUG's current price of $448.39, Gratus Capital, LLC's estimated gain on his VUG holdings is $78.43 Mil, reflecting a 81.56% gain to date.

Gratus Capital, LLC VUG ($448.39) Holding Chart

Gratus Capital, LLC VUG ($448.39) 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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