Strategic Equity Management VV Holdings History
Number of Shares
83,247.00
Current Holdings Value*
$21.40 Mil
% of Portfolio
8.99%
Total Estimate Gain
$3.50 Mil
% of Total Estimate Gain
16.78%
Strategic Equity Management's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Strategic Equity Management held 83,247.00 shares of Vanguard Large Cap ETF(VV), totaling $21.40 Mil. This investment constitutes 8.99% of their stock portfolio, and Strategic Equity Management now holds 0.05% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2023Q4. And since then Strategic Equity Management has made 6 purchases of VV, at an average price of $250.52, for a total of 83,247.00 shares. Based on historical transaction data and VV's current price of $292.56, Strategic Equity Management's estimated gain on his VV holdings is $3.50 Mil, reflecting a 16.78% gain to date.
Strategic Equity Management VV ($292.56) Holding Chart
Strategic Equity Management VV ($292.56) 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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