Number of Shares
2,380.00
Current Holdings Value*
$610,000.00
% of Portfolio
0.25%
Total Estimate Gain
$1.83 Mil
% of Total Estimate Gain
18.65%

Select Asset Management & Trust's Vanguard Large Cap ETF Holding Summary

As of 2025-03-31, Select Asset Management & Trust held 2,380.00 shares of Vanguard Large Cap ETF(VV), totaling $610,000.00. This investment constitutes 0.25% of their stock portfolio, and Select Asset Management & Trust now holds 0% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2015Q2. And since then Select Asset Management & Trust has made 2 purchases of VV, at an average price of $159.05, for a total of 61,866.00 shares. In addition, there have been 15 sales at an average price of $184.78 for 59,486.00 shares. Based on historical transaction data and VV's current price of $286.90, Select Asset Management & Trust's estimated gain on his VV holdings is $1.83 Mil, reflecting a 18.65% gain to date.

Select Asset Management & Trust VV ($286.90) Holding Chart

Select Asset Management & Trust VV ($286.90) 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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