Number of Shares
43,648.00
Current Holdings Value*
$11.22 Mil
% of Portfolio
5.71%
Total Estimate Gain
$2.74 Mil
% of Total Estimate Gain
10.48%

Blackston Financial Advisory Group, LLC's Vanguard Large Cap ETF Holding Summary

As of 2025-03-31, Blackston Financial Advisory Group, LLC held 43,648.00 shares of Vanguard Large Cap ETF(VV), totaling $11.22 Mil. This investment constitutes 5.71% of their stock portfolio, and Blackston Financial Advisory Group, LLC now holds 0.03% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2021Q4. And since then Blackston Financial Advisory Group, LLC has made 5 purchases of VV, at an average price of $227.52, for a total of 114,772.00 shares. In addition, there have been 9 sales at an average price of $227.85 for 71,124.00 shares. Based on historical transaction data and VV's current price of $289.69, Blackston Financial Advisory Group, LLC's estimated gain on his VV holdings is $2.74 Mil, reflecting a 10.48% gain to date.

Blackston Financial Advisory Group, LLC VV ($289.69) Holding Chart

Blackston Financial Advisory Group, 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 %

Top Ranked Articles

  • 1