Number of Shares
792,639.00
Current Holdings Value*
$146.88 Mil
% of Portfolio
6.55%
Total Estimate Gain
$132.49 Mil
% of Total Estimate Gain
116.68%

Sullivan, Bruyette, Speros & Blaney, Inc.'s Vanguard Large Cap ETF Holding Summary

As of 2021-03-31, Sullivan, Bruyette, Speros & Blaney, Inc. held 792,639.00 shares of Vanguard Large Cap ETF(VV), totaling $146.88 Mil. This investment constitutes 6.55% of their stock portfolio, and Sullivan, Bruyette, Speros & Blaney, Inc. now holds 0.6% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2018Q2. And since then Sullivan, Bruyette, Speros & Blaney, Inc. has made 2 purchases of VV, at an average price of $125.00, for a total of 908,383.00 shares. In addition, there have been 10 sales at an average price of $141.84 for 115,744.00 shares. Based on historical transaction data and VV's current price of $289.69, Sullivan, Bruyette, Speros & Blaney, Inc.'s estimated gain on his VV holdings is $132.49 Mil, reflecting a 116.68% gain to date.

Sullivan, Bruyette, Speros & Blaney, Inc. VV ($289.69) Holding Chart

Sullivan, Bruyette, Speros & Blaney, Inc. 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 %

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