Number of Shares
539,852.00
Current Holdings Value*
$108.47 Mil
% of Portfolio
17.06%
Total Estimate Gain
$72.97 Mil
% of Total Estimate Gain
87.47%

Berman Capital Advisors, LLC's Vanguard Large Cap ETF Holding Summary

As of 2021-09-30, Berman Capital Advisors, LLC held 539,852.00 shares of Vanguard Large Cap ETF(VV), totaling $108.47 Mil. This investment constitutes 17.06% of their stock portfolio, and Berman Capital Advisors, LLC now holds 0.41% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2018Q4. And since then Berman Capital Advisors, LLC has made 11 purchases of VV, at an average price of $154.53, for a total of 539,852.00 shares. Based on historical transaction data and VV's current price of $289.69, Berman Capital Advisors, LLC's estimated gain on his VV holdings is $72.97 Mil, reflecting a 87.47% gain to date.

Berman Capital Advisors, LLC VV ($289.69) Holding Chart

Berman Capital Advisors, LLC 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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