Number of Shares
15,926.00
Current Holdings Value*
$5.91 Mil
% of Portfolio
4.67%
Total Estimate Gain
$2.11 Mil
% of Total Estimate Gain
42.11%

M3 Advisory Group, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, M3 Advisory Group, LLC held 15,926.00 shares of Vanguard Growth ETF(VUG), totaling $5.91 Mil. This investment constitutes 4.67% of their stock portfolio, and M3 Advisory Group, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2023Q4. And since then M3 Advisory Group, LLC has made 4 purchases of VUG, at an average price of $310.71, for a total of 16,114.00 shares. In addition, there have been 1 sales at an average price of $404.54 for 188.00 shares. Based on historical transaction data and VUG's current price of $441.98, M3 Advisory Group, LLC's estimated gain on his VUG holdings is $2.11 Mil, reflecting a 42.11% gain to date.

M3 Advisory Group, LLC VUG ($441.98) Holding Chart

M3 Advisory Group, LLC VUG ($441.98) 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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