Number of Shares
470,041.00
Current Holdings Value*
$174.30 Mil
% of Portfolio
2.61%
Total Estimate Gain
$224.60 Mil
% of Total Estimate Gain
81.81%

Merit Financial Group, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Merit Financial Group, LLC held 470,041.00 shares of Vanguard Growth ETF(VUG), totaling $174.30 Mil. This investment constitutes 2.61% of their stock portfolio, and Merit Financial Group, LLC now holds 0.1% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2018Q2. And since then Merit Financial Group, LLC has made 15 purchases of VUG, at an average price of $170.40, for a total of 1.61 Mil shares. In addition, there have been 13 sales at an average price of $254.66 for 1.14 Mil shares. Based on historical transaction data and VUG's current price of $443.66, Merit Financial Group, LLC's estimated gain on his VUG holdings is $224.60 Mil, reflecting a 81.81% gain to date.

Merit Financial Group, LLC VUG ($443.66) Holding Chart

Merit Financial Group, LLC VUG ($443.66) 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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