Number of Shares
48,102.00
Current Holdings Value*
$12.36 Mil
% of Portfolio
0.95%
Total Estimate Gain
$3.89 Mil
% of Total Estimate Gain
33.77%

N.E.W. Advisory Services LLC's Vanguard Large Cap ETF Holding Summary

As of 2025-03-31, N.E.W. Advisory Services LLC held 48,102.00 shares of Vanguard Large Cap ETF(VV), totaling $12.36 Mil. This investment constitutes 0.95% of their stock portfolio, and N.E.W. Advisory Services LLC now holds 0.03% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2019Q4. And since then N.E.W. Advisory Services LLC has made 10 purchases of VV, at an average price of $205.69, for a total of 55,987.00 shares. In addition, there have been 10 sales at an average price of $198.72 for 7,885.00 shares. Based on historical transaction data and VV's current price of $287.67, N.E.W. Advisory Services LLC's estimated gain on his VV holdings is $3.89 Mil, reflecting a 33.77% gain to date.

N.E.W. Advisory Services LLC VV ($287.67) Holding Chart

N.E.W. Advisory Services LLC VV ($287.67) 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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