NAPLES GLOBAL ADVISORS, LLC VV Holdings History
NAPLES GLOBAL ADVISORS, LLC's Vanguard Large Cap ETF Holding Summary
As of 2025-06-30, NAPLES GLOBAL ADVISORS, LLC held 61,059.00 shares of Vanguard Large Cap ETF(VV), totaling $17.47 Mil. This investment constitutes 1.5% of their stock portfolio, and NAPLES GLOBAL ADVISORS, LLC now holds 0.04% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2013Q4. And since then NAPLES GLOBAL ADVISORS, LLC has made 17 purchases of VV, at an average price of $90.93, for a total of 86,153.00 shares. In addition, there have been 22 sales at an average price of $190.38 for 25,094.00 shares. Based on historical transaction data and VV's current price of $289.69, NAPLES GLOBAL ADVISORS, LLC's estimated gain on his VV holdings is $14.63 Mil, reflecting a 186.76% gain to date.
NAPLES GLOBAL ADVISORS, LLC VV ($289.69) Holding Chart
NAPLES GLOBAL ADVISORS, LLC VV ($289.69) 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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