Number of Shares
500,192.00
Current Holdings Value*
$195.28 Mil
% of Portfolio
0.97%
Total Estimate Gain
$85.50 Mil
% of Total Estimate Gain
50.09%

Orion Portfolio Solutions, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Orion Portfolio Solutions, LLC held 500,192.00 shares of Vanguard Growth ETF(VUG), totaling $195.28 Mil. This investment constitutes 0.97% of their stock portfolio, and Orion Portfolio Solutions, LLC now holds 0.13% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2019Q4. And since then Orion Portfolio Solutions, LLC has made 6 purchases of VUG, at an average price of $273.42, for a total of 624,250.00 shares. In addition, there have been 15 sales at an average price of $257.13 for 124,058.00 shares. Based on historical transaction data and VUG's current price of $448.39, Orion Portfolio Solutions, LLC's estimated gain on his VUG holdings is $85.50 Mil, reflecting a 50.09% gain to date.

Orion Portfolio Solutions, LLC VUG ($448.39) Holding Chart

Orion Portfolio Solutions, 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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