ELM ADVISORS, LLC VV Holdings History
Number of Shares
18,050.00
Current Holdings Value*
$3.76 Mil
% of Portfolio
5.08%
Total Estimate Gain
$5.53 Mil
% of Total Estimate Gain
155.02%
ELM ADVISORS, LLC's Vanguard Large Cap ETF Holding Summary
As of 2022-03-31, ELM ADVISORS, LLC held 18,050.00 shares of Vanguard Large Cap ETF(VV), totaling $3.76 Mil. This investment constitutes 5.08% of their stock portfolio, and ELM ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2013Q4. And since then ELM ADVISORS, LLC has made 1 purchases of VV, at an average price of $86.87, for a total of 41,065.00 shares. In addition, there have been 19 sales at an average price of $169.50 for 23,015.00 shares. Based on historical transaction data and VV's current price of $287.90, ELM ADVISORS, LLC's estimated gain on his VV holdings is $5.53 Mil, reflecting a 155.02% gain to date.
ELM ADVISORS, LLC VV ($287.90) Holding Chart
ELM ADVISORS, LLC VV ($287.90) 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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