Number of Shares
518,733.00
Current Holdings Value*
$147.99 Mil
% of Portfolio
24.14%
Total Estimate Gain
$53.71 Mil
% of Total Estimate Gain
37.66%

James J. Burns & Company, LLC's Vanguard Large Cap ETF Holding Summary

As of 2025-06-30, James J. Burns & Company, LLC held 518,733.00 shares of Vanguard Large Cap ETF(VV), totaling $147.99 Mil. This investment constitutes 24.14% of their stock portfolio, and James J. Burns & Company, LLC now holds 0.37% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2022Q3. And since then James J. Burns & Company, LLC has made 6 purchases of VV, at an average price of $199.06, for a total of 716,403.00 shares. In addition, there have been 5 sales at an average price of $237.04 for 197,670.00 shares. Based on historical transaction data and VV's current price of $288.12, James J. Burns & Company, LLC's estimated gain on his VV holdings is $53.71 Mil, reflecting a 37.66% gain to date.

James J. Burns & Company, LLC VV ($288.12) Holding Chart

James J. Burns & Company, LLC VV ($288.12) 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 %

Top Ranked Articles

  • 1