Number of Shares
37,351.00
Current Holdings Value*
$9.60 Mil
% of Portfolio
0.41%
Total Estimate Gain
$6.75 Mil
% of Total Estimate Gain
21.65%

SageView Advisory Group, LLC's Vanguard Large Cap ETF Holding Summary

As of 2025-03-31, SageView Advisory Group, LLC held 37,351.00 shares of Vanguard Large Cap ETF(VV), totaling $9.60 Mil. This investment constitutes 0.41% of their stock portfolio, and SageView Advisory Group, LLC now holds 0.02% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2022Q4. And since then SageView Advisory Group, LLC has made 2 purchases of VV, at an average price of $204.54, for a total of 152,532.00 shares. In addition, there have been 7 sales at an average price of $235.56 for 115,181.00 shares. Based on historical transaction data and VV's current price of $289.69, SageView Advisory Group, LLC's estimated gain on his VV holdings is $6.75 Mil, reflecting a 21.65% gain to date.

SageView Advisory Group, LLC VV ($289.69) Holding Chart

SageView Advisory Group, 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 %

Top Ranked Articles

  • 1