GeoWealth Management, LLC VV Holdings History
GeoWealth Management, LLC's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 422,358.00 shares of Vanguard Large Cap ETF(VV), totaling $108.56 Mil. This investment constitutes 4.36% of their stock portfolio, and GeoWealth Management, LLC now holds 0.27% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2021Q3. And since then GeoWealth Management, LLC has made 6 purchases of VV, at an average price of $225.66, for a total of 521,892.00 shares. In addition, there have been 4 sales at an average price of $215.90 for 99,534.00 shares. Based on historical transaction data and VV's current price of $292.17, GeoWealth Management, LLC's estimated gain on his VV holdings is $27.12 Mil, reflecting a 23.03% gain to date.
GeoWealth Management, LLC VV ($292.17) Holding Chart
GeoWealth Management, LLC VV ($292.17) 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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