Lewis Asset Management, LLC VUG Holdings History
Lewis Asset Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, Lewis Asset Management, LLC held 9,641.00 shares of Vanguard Growth ETF(VUG), totaling $4.23 Mil. This investment constitutes 1.99% of their stock portfolio, and Lewis Asset Management, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2025Q2. And since then Lewis Asset Management, LLC has made 1 purchases of VUG, at an average price of $394.63, for a total of 9,641.00 shares. Based on historical transaction data and VUG's current price of $450.00, Lewis Asset Management, LLC's estimated gain on his VUG holdings is $533,822.17, reflecting a 14.03% gain to date.
Lewis Asset Management, LLC VUG ($450.00) Holding Chart
Lewis Asset Management, LLC VUG ($450.00) 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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