Number of Shares
40,437.00
Current Holdings Value*
$17.73 Mil
% of Portfolio
6.11%
Total Estimate Gain
$6.38 Mil
% of Total Estimate Gain
20.82%

Pinion Investment Advisors, LLC's Vanguard Growth ETF Holding Summary

As of 2025-06-30, Pinion Investment Advisors, LLC held 40,437.00 shares of Vanguard Growth ETF(VUG), totaling $17.73 Mil. This investment constitutes 6.11% of their stock portfolio, and Pinion Investment Advisors, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2021Q2. And since then Pinion Investment Advisors, LLC has made 13 purchases of VUG, at an average price of $342.49, for a total of 89,512.00 shares. In addition, there have been 3 sales at an average price of $382.08 for 49,075.00 shares. Based on historical transaction data and VUG's current price of $452.27, Pinion Investment Advisors, LLC's estimated gain on his VUG holdings is $6.38 Mil, reflecting a 20.82% gain to date.

Pinion Investment Advisors, LLC VUG ($452.27) Holding Chart

Pinion Investment Advisors, LLC VUG ($452.27) 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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