Number of Shares
51,243.00
Current Holdings Value*
$13.17 Mil
% of Portfolio
3.4%
Total Estimate Gain
$7.58 Mil
% of Total Estimate Gain
85.73%

Riverpoint Wealth Management Holdings, LLC's Vanguard Large Cap ETF Holding Summary

As of 2025-03-31, Riverpoint Wealth Management Holdings, LLC held 51,243.00 shares of Vanguard Large Cap ETF(VV), totaling $13.17 Mil. This investment constitutes 3.4% of their stock portfolio, and Riverpoint Wealth Management Holdings, LLC now holds 0.03% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2018Q2. And since then Riverpoint Wealth Management Holdings, LLC has made 17 purchases of VV, at an average price of $142.30, for a total of 62,117.00 shares. In addition, there have been 11 sales at an average price of $143.92 for 10,874.00 shares. Based on historical transaction data and VV's current price of $289.83, Riverpoint Wealth Management Holdings, LLC's estimated gain on his VV holdings is $7.58 Mil, reflecting a 85.73% gain to date.

Riverpoint Wealth Management Holdings, LLC VV ($289.83) Holding Chart

Riverpoint Wealth Management Holdings, LLC VV ($289.83) 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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