Number of Shares
62,881.00
Current Holdings Value*
$24.14 Mil
% of Portfolio
5.14%
Total Estimate Gain
$9.13 Mil
% of Total Estimate Gain
47.97%

Waypoint Capital Advisors, LLC's Vanguard Growth ETF Holding Summary

As of 2024-09-30, Waypoint Capital Advisors, LLC held 62,881.00 shares of Vanguard Growth ETF(VUG), totaling $24.14 Mil. This investment constitutes 5.14% of their stock portfolio, and Waypoint Capital Advisors, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2022Q2. And since then Waypoint Capital Advisors, LLC has made 10 purchases of VUG, at an average price of $302.81, for a total of 62,881.00 shares. Based on historical transaction data and VUG's current price of $448.08, Waypoint Capital Advisors, LLC's estimated gain on his VUG holdings is $9.13 Mil, reflecting a 47.97% gain to date.

Waypoint Capital Advisors, LLC VUG ($448.08) Holding Chart

Waypoint Capital Advisors, LLC VUG ($448.08) 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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