Adams Wealth Management VV Holdings History
Adams Wealth Management's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Adams Wealth Management held 75,439.00 shares of Vanguard Large Cap ETF(VV), totaling $19.39 Mil. This investment constitutes 3.81% of their stock portfolio, and Adams Wealth Management now holds 0.05% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2022Q3. And since then Adams Wealth Management has made 6 purchases of VV, at an average price of $194.81, for a total of 102,401.00 shares. In addition, there have been 5 sales at an average price of $212.19 for 26,962.00 shares. Based on historical transaction data and VV's current price of $288.60, Adams Wealth Management's estimated gain on his VV holdings is $7.54 Mil, reflecting a 37.81% gain to date.
Adams Wealth Management VV ($288.60) Holding Chart
Adams Wealth Management VV ($288.60) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
