MOLLER WEALTH PARTNERS VV Holdings History

Number of Shares
85,521.00
Current Holdings Value*
$21.98 Mil
% of Portfolio
5.44%
Total Estimate Gain
$24.25 Mil
% of Total Estimate Gain
101.68%

MOLLER WEALTH PARTNERS's Vanguard Large Cap ETF Holding Summary

As of 2025-03-31, MOLLER WEALTH PARTNERS held 85,521.00 shares of Vanguard Large Cap ETF(VV), totaling $21.98 Mil. This investment constitutes 5.44% of their stock portfolio, and MOLLER WEALTH PARTNERS now holds 0.05% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2013Q4. And since then MOLLER WEALTH PARTNERS has made 7 purchases of VV, at an average price of $97.94, for a total of 243,491.00 shares. In addition, there have been 30 sales at an average price of $151.06 for 157,970.00 shares. Based on historical transaction data and VV's current price of $283.35, MOLLER WEALTH PARTNERS's estimated gain on his VV holdings is $24.25 Mil, reflecting a 101.68% gain to date.

MOLLER WEALTH PARTNERS VV ($283.35) Holding Chart

MOLLER WEALTH PARTNERS VV ($283.35) 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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