JFG Wealth Management, LLC VV Holdings History
JFG Wealth Management, LLC's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, JFG Wealth Management, LLC held 721,790.00 shares of Vanguard Large Cap ETF(VV), totaling $185.52 Mil. This investment constitutes 42.17% of their stock portfolio, and JFG Wealth Management, LLC now holds 0.46% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2018Q4. And since then JFG Wealth Management, LLC has made 19 purchases of VV, at an average price of $185.33, for a total of 998,462.00 shares. In addition, there have been 6 sales at an average price of $186.73 for 276,672.00 shares. Based on historical transaction data and VV's current price of $287.65, JFG Wealth Management, LLC's estimated gain on his VV holdings is $74.25 Mil, reflecting a 40.12% gain to date.
JFG Wealth Management, LLC VV ($287.65) Holding Chart
JFG Wealth Management, LLC VV ($287.65) 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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