Number of Shares
78,515.00
Current Holdings Value*
$22.40 Mil
% of Portfolio
6.33%
Total Estimate Gain
$2.73 Mil
% of Total Estimate Gain
13.37%

Abound Wealth Management's Vanguard Large Cap ETF Holding Summary

As of 2025-06-30, Abound Wealth Management held 78,515.00 shares of Vanguard Large Cap ETF(VV), totaling $22.40 Mil. This investment constitutes 6.33% of their stock portfolio, and Abound Wealth Management now holds 0.06% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2021Q4. And since then Abound Wealth Management has made 7 purchases of VV, at an average price of $253.90, for a total of 80,479.00 shares. In addition, there have been 7 sales at an average price of $213.90 for 1,964.00 shares. Based on historical transaction data and VV's current price of $289.69, Abound Wealth Management's estimated gain on his VV holdings is $2.73 Mil, reflecting a 13.37% gain to date.

Abound Wealth Management VV ($289.69) Holding Chart

Abound Wealth Management VV ($289.69) 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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