Briaud Financial Planning, Inc VV Holdings History
Number of Shares
894.00
Current Holdings Value*
$230,000.00
% of Portfolio
0.09%
Total Estimate Gain
$15,367.86
% of Total Estimate Gain
6.35%
Briaud Financial Planning, Inc's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Briaud Financial Planning, Inc held 894.00 shares of Vanguard Large Cap ETF(VV), totaling $230,000.00. This investment constitutes 0.09% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2025Q1. And since then Briaud Financial Planning, Inc has made 1 purchases of VV, at an average price of $270.87, for a total of 894.00 shares. Based on historical transaction data and VV's current price of $288.06, Briaud Financial Planning, Inc's estimated gain on his VV holdings is $15,367.86, reflecting a 6.35% gain to date.
Briaud Financial Planning, Inc VV ($288.06) Holding Chart
Briaud Financial Planning, Inc VV ($288.06) 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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