Number of Shares
62,084.00
Current Holdings Value*
$15.96 Mil
% of Portfolio
7.41%
Total Estimate Gain
$851,171.64
% of Total Estimate Gain
5.06%

MB, LEVIS & ASSOCIATES, LLC's Vanguard Large Cap ETF Holding Summary

As of 2025-03-31, MB, LEVIS & ASSOCIATES, LLC held 62,084.00 shares of Vanguard Large Cap ETF(VV), totaling $15.96 Mil. This investment constitutes 7.41% of their stock portfolio, and MB, LEVIS & ASSOCIATES, LLC now holds 0.04% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2025Q1. And since then MB, LEVIS & ASSOCIATES, LLC has made 1 purchases of VV, at an average price of $270.87, for a total of 62,084.00 shares. Based on historical transaction data and VV's current price of $284.58, MB, LEVIS & ASSOCIATES, LLC's estimated gain on his VV holdings is $851,171.64, reflecting a 5.06% gain to date.

MB, LEVIS & ASSOCIATES, LLC VV ($284.58) Holding Chart

MB, LEVIS & ASSOCIATES, LLC VV ($284.58) 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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