AXXCESS WEALTH MANAGEMENT, LLC VV Holdings History
AXXCESS WEALTH MANAGEMENT, LLC's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, AXXCESS WEALTH MANAGEMENT, LLC held 1.04 Mil shares of Vanguard Large Cap ETF(VV), totaling $268.37 Mil. This investment constitutes 7.12% of their stock portfolio, and AXXCESS WEALTH MANAGEMENT, LLC now holds 0.7% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2022Q4. And since then AXXCESS WEALTH MANAGEMENT, LLC has made 5 purchases of VV, at an average price of $203.61, for a total of 1.12 Mil shares. In addition, there have been 6 sales at an average price of $260.53 for 74,205.00 shares. Based on historical transaction data and VV's current price of $286.13, AXXCESS WEALTH MANAGEMENT, LLC's estimated gain on his VV holdings is $90.39 Mil, reflecting a 39.69% gain to date.
AXXCESS WEALTH MANAGEMENT, LLC VV ($286.13) Holding Chart
AXXCESS WEALTH MANAGEMENT, LLC VV ($286.13) 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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