Wealthquest Corp VV Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$102.99 Mil
% of Total Estimate Gain
21.59%

Wealthquest Corp's Vanguard Large Cap ETF Holding Summary

As of 2025-03-31, Wealthquest Corp held - shares of Vanguard Large Cap ETF(VV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Wealthquest Corp now holds 0% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2018Q4. And since then Wealthquest Corp has made 16 purchases of VV, at an average price of $218.28, for a total of 2.19 Mil shares. In addition, there have been 9 sales at an average price of $252.22 for 1.47 Mil shares. Based on historical transaction data and VV's current price of $292.56, Wealthquest Corp's estimated gain on his VV holdings is $102.99 Mil, reflecting a 21.59% gain to date.

Wealthquest Corp VV ($292.56) Holding Chart

Wealthquest Corp 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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