Intergy Private Wealth, LLC VV Holdings History
Intergy Private Wealth, LLC's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Intergy Private Wealth, LLC held 41,344.00 shares of Vanguard Large Cap ETF(VV), totaling $10.63 Mil. This investment constitutes 4.04% of their stock portfolio, and Intergy Private Wealth, LLC now holds 0.02% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2021Q4. And since then Intergy Private Wealth, LLC has made 12 purchases of VV, at an average price of $205.80, for a total of 41,940.00 shares. In addition, there have been 1 sales at an average price of $240.21 for 596.00 shares. Based on historical transaction data and VV's current price of $289.69, Intergy Private Wealth, LLC's estimated gain on his VV holdings is $3.49 Mil, reflecting a 40.42% gain to date.
Intergy Private Wealth, LLC VV ($289.69) Holding Chart
Intergy Private 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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