Number of Shares
36,436.00
Current Holdings Value*
$7.95 Mil
% of Portfolio
5.05%
Total Estimate Gain
$7.34 Mil
% of Total Estimate Gain
74.66%

Resource Planning Group's Vanguard Large Cap ETF Holding Summary

As of 2023-12-31, Resource Planning Group held 36,436.00 shares of Vanguard Large Cap ETF(VV), totaling $7.95 Mil. This investment constitutes 5.05% of their stock portfolio, and Resource Planning Group now holds 0.03% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2018Q3. And since then Resource Planning Group has made 8 purchases of VV, at an average price of $134.86, for a total of 72,873.00 shares. In addition, there have been 13 sales at an average price of $180.94 for 36,437.00 shares. Based on historical transaction data and VV's current price of $290.15, Resource Planning Group's estimated gain on his VV holdings is $7.34 Mil, reflecting a 74.66% gain to date.

Resource Planning Group VV ($290.15) Holding Chart

Resource Planning Group VV ($290.15) 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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