Schechter Investment Advisors, LLC VUG Holdings History
Schechter Investment Advisors, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Schechter Investment Advisors, LLC held 82,389.00 shares of Vanguard Growth ETF(VUG), totaling $30.55 Mil. This investment constitutes 2.52% of their stock portfolio, and Schechter Investment Advisors, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then Schechter Investment Advisors, LLC has made 4 purchases of VUG, at an average price of $295.53, for a total of 103,154.00 shares. In addition, there have been 7 sales at an average price of $316.06 for 20,765.00 shares. Based on historical transaction data and VUG's current price of $441.98, Schechter Investment Advisors, LLC's estimated gain on his VUG holdings is $12.49 Mil, reflecting a 40.98% gain to date.
Schechter Investment Advisors, LLC VUG ($441.98) Holding Chart
Schechter Investment Advisors, LLC VUG ($441.98) 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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