Daner Wealth Management, LLC VV Holdings History
Number of Shares
52,641.00
Current Holdings Value*
$14.67 Mil
% of Portfolio
10.76%
Total Estimate Gain
$837,518.31
% of Total Estimate Gain
5.87%
Daner Wealth Management, LLC's Vanguard Large Cap ETF Holding Summary
As of 2024-12-31, Daner Wealth Management, LLC held 52,641.00 shares of Vanguard Large Cap ETF(VV), totaling $14.67 Mil. This investment constitutes 10.76% of their stock portfolio, and Daner Wealth Management, LLC now holds 0.04% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and VV's current price of $287.03, Daner Wealth Management, LLC's estimated gain on his VV holdings is $837,518.31, reflecting a 5.87% gain to date.
Daner Wealth Management, LLC VV ($287.03) Holding Chart
Daner Wealth Management, LLC VV ($287.03) 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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