ASSET PLANNING CORPORATION VTV Holdings History
ASSET PLANNING CORPORATION's Vanguard Value ETF Holding Summary
As of 2025-03-31, ASSET PLANNING CORPORATION held 45,565.00 shares of Vanguard Value ETF(VTV), totaling $7.87 Mil. This investment constitutes 4.64% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q4. And since then ASSET PLANNING CORPORATION has made 13 purchases of VTV, at an average price of $132.27, for a total of 63,492.00 shares. In addition, there have been 4 sales at an average price of $155.34 for 17,927.00 shares. Based on historical transaction data and VTV's current price of $177.66, ASSET PLANNING CORPORATION's estimated gain on his VTV holdings is $2.48 Mil, reflecting a 29.55% gain to date.
ASSET PLANNING CORPORATION VTV ($177.66) Holding Chart
ASSET PLANNING CORPORATION 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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