Integris Wealth Management, LLC VV Holdings History
Integris Wealth Management, LLC's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Integris Wealth Management, LLC held 52,891.00 shares of Vanguard Large Cap ETF(VV), totaling $13.59 Mil. This investment constitutes 3.88% of their stock portfolio, and Integris Wealth Management, LLC now holds 0.03% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2022Q4. In addition, there have been 9 sales at an average price of $229.22 for 13,219.00 shares. Based on historical transaction data and VV's current price of $280.90, Integris Wealth Management, LLC's estimated gain on his VV holdings is $6.34 Mil, reflecting a 54.87% gain to date.
Integris Wealth Management, LLC VV ($280.90) Holding Chart
Integris Wealth Management, LLC VV ($280.90) 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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