Baltimore-Washington Financial Advisors, Inc. VV Holdings History
Baltimore-Washington Financial Advisors, Inc.'s Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Baltimore-Washington Financial Advisors, Inc. held 385,735.00 shares of Vanguard Large Cap ETF(VV), totaling $99.15 Mil. This investment constitutes 5.26% of their stock portfolio, and Baltimore-Washington Financial Advisors, Inc. now holds 0.26% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2013Q4. And since then Baltimore-Washington Financial Advisors, Inc. has made 29 purchases of VV, at an average price of $164.94, for a total of 691,007.00 shares. In addition, there have been 7 sales at an average price of $176.03 for 305,272.00 shares. Based on historical transaction data and VV's current price of $289.69, Baltimore-Washington Financial Advisors, Inc.'s estimated gain on his VV holdings is $51.50 Mil, reflecting a 45.19% gain to date.
Baltimore-Washington Financial Advisors, Inc. VV ($289.69) Holding Chart
Baltimore-Washington Financial Advisors, Inc. 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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