Number of Shares
16,524.00
Current Holdings Value*
$4.25 Mil
% of Portfolio
5.42%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
33.83%

Objective Capital Management, LLC's Vanguard Large Cap ETF Holding Summary

As of 2025-03-31, Objective Capital Management, LLC held 16,524.00 shares of Vanguard Large Cap ETF(VV), totaling $4.25 Mil. This investment constitutes 5.42% of their stock portfolio, and Objective Capital Management, LLC now holds 0.01% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2022Q1. And since then Objective Capital Management, LLC has made 6 purchases of VV, at an average price of $205.00, for a total of 20,298.00 shares. In addition, there have been 6 sales at an average price of $206.13 for 3,774.00 shares. Based on historical transaction data and VV's current price of $289.94, Objective Capital Management, LLC's estimated gain on his VV holdings is $1.41 Mil, reflecting a 33.83% gain to date.

Objective Capital Management, LLC VV ($289.94) Holding Chart

Objective Capital Management, LLC 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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