AJ Advisors, LLC VTV Holdings History

Number of Shares
70,195.00
Current Holdings Value*
$12.13 Mil
% of Portfolio
6.21%
Total Estimate Gain
$2.99 Mil
% of Total Estimate Gain
24.33%

AJ Advisors, LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, AJ Advisors, LLC held 70,195.00 shares of Vanguard Value ETF(VTV), totaling $12.13 Mil. This investment constitutes 6.21% of their stock portfolio, and AJ Advisors, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2022Q4. And since then AJ Advisors, LLC has made 8 purchases of VTV, at an average price of $140.01, for a total of 87,853.00 shares. In addition, there have been 1 sales at an average price of $159.83 for 17,658.00 shares. Based on historical transaction data and VTV's current price of $177.66, AJ Advisors, LLC's estimated gain on his VTV holdings is $2.99 Mil, reflecting a 24.33% gain to date.

AJ Advisors, LLC VTV ($177.66) Holding Chart

AJ Advisors, LLC VTV ($177.66) 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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