SHEPHERD KAPLAN KROCHUK, LLC VUG Holdings History
SHEPHERD KAPLAN KROCHUK, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, SHEPHERD KAPLAN KROCHUK, LLC held 1,042.00 shares of Vanguard Growth ETF(VUG), totaling $386,210.00. This investment constitutes 0.33% of their stock portfolio, and SHEPHERD KAPLAN KROCHUK, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q2. And since then SHEPHERD KAPLAN KROCHUK, LLC has made 6 purchases of VUG, at an average price of $262.04, for a total of 4,069.00 shares. In addition, there have been 4 sales at an average price of $362.76 for 3,027.00 shares. Based on historical transaction data and VUG's current price of $441.92, SHEPHERD KAPLAN KROCHUK, LLC's estimated gain on his VUG holdings is $492,293.49, reflecting a 46.17% gain to date.
SHEPHERD KAPLAN KROCHUK, LLC VUG ($441.92) Holding Chart
SHEPHERD KAPLAN KROCHUK, LLC VUG ($441.92) 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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