PDS Planning, Inc VV Holdings History
PDS Planning, Inc's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, PDS Planning, Inc held 18,972.00 shares of Vanguard Large Cap ETF(VV), totaling $4.88 Mil. This investment constitutes 0.41% of their stock portfolio, and PDS Planning, Inc now holds 0.01% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2022Q3. And since then PDS Planning, Inc has made 6 purchases of VV, at an average price of $212.65, for a total of 20,094.00 shares. In addition, there have been 5 sales at an average price of $196.88 for 1,122.00 shares. Based on historical transaction data and VV's current price of $286.34, PDS Planning, Inc's estimated gain on his VV holdings is $1.38 Mil, reflecting a 32.30% gain to date.
PDS Planning, Inc VV ($286.34) Holding Chart
PDS Planning, Inc VV ($286.34) 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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