Gradient Capital Advisors, LLC VV Holdings History
Gradient Capital Advisors, LLC's Vanguard Large Cap ETF Holding Summary
As of 2025-06-30, Gradient Capital Advisors, LLC held 31,558.00 shares of Vanguard Large Cap ETF(VV), totaling $9.00 Mil. This investment constitutes 2.66% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.02% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2018Q2. And since then Gradient Capital Advisors, LLC has made 9 purchases of VV, at an average price of $176.73, for a total of 34,896.00 shares. In addition, there have been 13 sales at an average price of $181.36 for 3,338.00 shares. Based on historical transaction data and VV's current price of $289.69, Gradient Capital Advisors, LLC's estimated gain on his VV holdings is $3.58 Mil, reflecting a 58.05% gain to date.
Gradient Capital Advisors, LLC VV ($289.69) Holding Chart
Gradient Capital Advisors, 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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