Emerson Wealth, LLC VV Holdings History

Number of Shares
85,970.00
Current Holdings Value*
$14.82 Mil
% of Portfolio
9.7%
Total Estimate Gain
$13.76 Mil
% of Total Estimate Gain
102.25%

Emerson Wealth, LLC's Vanguard Large Cap ETF Holding Summary

As of 2022-06-30, Emerson Wealth, LLC held 85,970.00 shares of Vanguard Large Cap ETF(VV), totaling $14.82 Mil. This investment constitutes 9.7% of their stock portfolio, and Emerson Wealth, LLC now holds 0.06% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2018Q4. And since then Emerson Wealth, LLC has made 8 purchases of VV, at an average price of $138.21, for a total of 97,344.00 shares. In addition, there have been 5 sales at an average price of $202.77 for 11,374.00 shares. Based on historical transaction data and VV's current price of $289.69, Emerson Wealth, LLC's estimated gain on his VV holdings is $13.76 Mil, reflecting a 102.25% gain to date.

Emerson Wealth, LLC VV ($289.69) Holding Chart

Emerson Wealth, 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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