James Reed Financial Services, Inc. VV Holdings History
James Reed Financial Services, Inc.'s Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, James Reed Financial Services, Inc. held 84,504.00 shares of Vanguard Large Cap ETF(VV), totaling $21.72 Mil. This investment constitutes 24.21% of their stock portfolio, and James Reed Financial Services, Inc. now holds 0.05% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2021Q4. In addition, there have been 5 sales at an average price of $260.58 for 35,633.00 shares. Based on historical transaction data and VV's current price of $288.34, James Reed Financial Services, Inc.'s estimated gain on his VV holdings is $7.95 Mil, reflecting a 30.92% gain to date.
James Reed Financial Services, Inc. VV ($288.34) Holding Chart
James Reed Financial Services, Inc. VV ($288.34) 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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