Private Capital VUG Holdings History

Number of Shares
1,324.00
Current Holdings Value*
$490,970.00
% of Portfolio
0.05%
Total Estimate Gain
$116,830.32
% of Total Estimate Gain
24.29%

Private Capital's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Private Capital Management held 1,324.00 shares of Vanguard Growth ETF(VUG), totaling $490,970.00. This investment constitutes 0.05% of their stock portfolio, and Private Capital Management now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2023Q4. And since then Private Capital has made 3 purchases of VUG, at an average price of $347.51, for a total of 1,384.00 shares. In addition, there have been 2 sales at an average price of $392.94 for 60.00 shares. Based on historical transaction data and VUG's current price of $433.69, Private Capital's estimated gain on his VUG holdings is $116,830.32, reflecting a 24.29% gain to date.

Private Capital VUG ($433.69) Holding Chart

Private Capital VUG ($433.69) 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 %

Top Ranked Articles

  • 1