Waverly Advisors, LLC VUG Holdings History
Waverly Advisors, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Waverly Advisors, LLC held 676,811.00 shares of Vanguard Growth ETF(VUG), totaling $250.97 Mil. This investment constitutes 3.06% of their stock portfolio, and Waverly Advisors, LLC now holds 0.18% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2013Q4. And since then Waverly Advisors, LLC has made 26 purchases of VUG, at an average price of $183.93, for a total of 794,400.00 shares. In addition, there have been 11 sales at an average price of $163.47 for 117,589.00 shares. Based on historical transaction data and VUG's current price of $452.40, Waverly Advisors, LLC's estimated gain on his VUG holdings is $179.30 Mil, reflecting a 122.71% gain to date.
Waverly Advisors, LLC VUG ($452.40) Holding Chart
Waverly Advisors, LLC VUG ($452.40) 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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