Polen Capital Management LLC – VUG history
- Issuer:
- VANGUARD INDEX FDS
- Quarters tracked:
- 12 (Q2 2023 → Q2 2026)
- Current shares:
- 73,200
- Current value:
- $6.30M
- Peak shares:
- 73,200 (Q2 2026)
- Overall change:
- +2507%
| Quarter | Shares | Value | $/Share | Share Δ | Δ% |
|---|---|---|---|---|---|
| Q2 2026 | 73,200 | $6.30M | $86.13 | +57,170 | +357% |
| Q1 2026 | 16,030 | $7.00M | $436.81 | -17,094 | -52% |
| Q4 2025 | 33,124 | $16.16M | $487.86 | +21,499 | +185% |
| Q3 2025 | 11,625 | $5.58M | $479.66 | -1,282 | -10% |
| Q2 2025 | 12,907 | $5.66M | $438.44 | -1,682 | -12% |
| Q1 2025 | 14,589 | $5.41M | $370.83 | -24,457 | -63% |
| Q4 2024 | 39,046 | $16.03M | $410.44 | +25,232 | +183% |
| Q3 2024 | 13,814 | $5.30M | $383.96 | +13,814 | +100% |
| Q1 2024 | SOLD | — | — | -8,412 | -100% |
| Q4 2023 | 8,412 | $2.62M | $310.87 | +1,475 | +21% |
| Q3 2023 | 6,937 | $1.89M | $272.31 | +4,129 | +147% |
| Q2 2023 | 2,808 | $795K | $283.12 | — | NEW |