Wade Financial Advisory, Inc VV Holdings History
Wade Financial Advisory, Inc's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Wade Financial Advisory, Inc held 97,688.00 shares of Vanguard Large Cap ETF(VV), totaling $25.11 Mil. This investment constitutes 8.6% of their stock portfolio, and Wade Financial Advisory, Inc now holds 0.06% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2019Q4. And since then Wade Financial Advisory, Inc has made 2 purchases of VV, at an average price of $166.71, for a total of 109,288.00 shares. In addition, there have been 16 sales at an average price of $214.80 for 11,600.00 shares. Based on historical transaction data and VV's current price of $289.69, Wade Financial Advisory, Inc's estimated gain on his VV holdings is $12.57 Mil, reflecting a 69.00% gain to date.
Wade Financial Advisory, Inc VV ($289.69) Holding Chart
Wade Financial Advisory, 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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