Number of Shares
93,800.00
Current Holdings Value*
$26.76 Mil
% of Portfolio
3.89%
Total Estimate Gain
$10.96 Mil
% of Total Estimate Gain
24.81%

BlueSky Wealth Advisors, LLC's Vanguard Large Cap ETF Holding Summary

As of 2025-06-30, BlueSky Wealth Advisors, LLC held 93,800.00 shares of Vanguard Large Cap ETF(VV), totaling $26.76 Mil. This investment constitutes 3.89% of their stock portfolio, and BlueSky Wealth Advisors, LLC now holds 0.07% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2018Q2. And since then BlueSky Wealth Advisors, LLC has made 14 purchases of VV, at an average price of $197.36, for a total of 223,835.00 shares. In addition, there have been 15 sales at an average price of $215.06 for 130,035.00 shares. Based on historical transaction data and VV's current price of $289.69, BlueSky Wealth Advisors, LLC's estimated gain on his VV holdings is $10.96 Mil, reflecting a 24.81% gain to date.

BlueSky Wealth Advisors, LLC VV ($289.69) Holding Chart

BlueSky Wealth 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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