Waverly Advisors, LLC VUG Holdings History

Number of Shares
676,811.00
Current Holdings Value*
$250.97 Mil
% of Portfolio
3.06%
Total Estimate Gain
$175.83 Mil
% of Total Estimate Gain
120.34%

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 $447.28, Waverly Advisors, LLC's estimated gain on his VUG holdings is $175.83 Mil, reflecting a 120.34% gain to date.

Waverly Advisors, LLC VUG ($447.28) Holding Chart

Waverly Advisors, LLC VUG ($447.28) 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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