MONEYWISE, INC. VV Holdings History

Number of Shares
39,251.00
Current Holdings Value*
$11.20 Mil
% of Portfolio
5.25%
Total Estimate Gain
$1.80 Mil
% of Total Estimate Gain
13.09%

MONEYWISE, INC.'s Vanguard Large Cap ETF Holding Summary

As of 2025-06-30, MONEYWISE, INC. held 39,251.00 shares of Vanguard Large Cap ETF(VV), totaling $11.20 Mil. This investment constitutes 5.25% of their stock portfolio, and MONEYWISE, INC. now holds 0.03% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2024Q1. And since then MONEYWISE, INC. has made 5 purchases of VV, at an average price of $249.63, for a total of 55,064.00 shares. In addition, there have been 1 sales at an average price of $263.38 for 15,813.00 shares. Based on historical transaction data and VV's current price of $289.94, MONEYWISE, INC.'s estimated gain on his VV holdings is $1.80 Mil, reflecting a 13.09% gain to date.

MONEYWISE, INC. VV ($289.94) Holding Chart

MONEYWISE, INC. VV ($289.94) 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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