Number of Shares
523,355.00
Current Holdings Value*
$134.52 Mil
% of Portfolio
4.32%
Total Estimate Gain
$69.23 Mil
% of Total Estimate Gain
46.41%

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

As of 2025-03-31, Bleakley Financial Group, LLC held 523,355.00 shares of Vanguard Large Cap ETF(VV), totaling $134.52 Mil. This investment constitutes 4.32% of their stock portfolio, and Bleakley Financial Group, LLC now holds 0.35% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2022Q4. And since then Bleakley Financial Group, LLC has made 6 purchases of VV, at an average price of $180.36, for a total of 826,965.00 shares. In addition, there have been 3 sales at an average price of $222.25 for 303,610.00 shares. Based on historical transaction data and VV's current price of $288.34, Bleakley Financial Group, LLC's estimated gain on his VV holdings is $69.23 Mil, reflecting a 46.41% gain to date.

Bleakley Financial Group, LLC VV ($288.34) Holding Chart

Bleakley Financial Group, LLC VV ($288.34) 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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