Creative Planning VV Holdings History
Creative Planning's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Creative Planning held 12.68 Mil shares of Vanguard Large Cap ETF(VV), totaling $3.26 Bil. This investment constitutes 3.06% of their stock portfolio, and Creative Planning now holds 8.48% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2013Q4. And since then Creative Planning has made 21 purchases of VV, at an average price of $140.27, for a total of 16.00 Mil shares. In addition, there have been 22 sales at an average price of $141.51 for 3.33 Mil shares. Based on historical transaction data and VV's current price of $289.69, Creative Planning's estimated gain on his VV holdings is $1.90 Bil, reflecting a 84.57% gain to date.
Creative Planning VV ($289.69) Holding Chart
Creative Planning 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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