Tumwater Wealth Management, LLC VV Holdings History
Tumwater Wealth Management, LLC's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Tumwater Wealth Management, LLC held 16,510.00 shares of Vanguard Large Cap ETF(VV), totaling $4.24 Mil. This investment constitutes 2.21% of their stock portfolio, and Tumwater Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $270.87 for 60.00 shares. Based on historical transaction data and VV's current price of $290.15, Tumwater Wealth Management, LLC's estimated gain on his VV holdings is $314,170.30, reflecting a 6.99% gain to date.
Tumwater Wealth Management, LLC VV ($290.15) Holding Chart
Tumwater Wealth Management, LLC VV ($290.15) 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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