Number of Shares
385,735.00
Current Holdings Value*
$99.15 Mil
% of Portfolio
5.26%
Total Estimate Gain
$51.82 Mil
% of Total Estimate Gain
45.47%

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 $290.51, Baltimore-Washington Financial Advisors, Inc.'s estimated gain on his VV holdings is $51.82 Mil, reflecting a 45.47% gain to date.

Baltimore-Washington Financial Advisors, Inc. VV ($290.51) Holding Chart

Baltimore-Washington Financial Advisors, Inc. VV ($290.51) 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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