AVANTAX ADVISORY SERVICES, INC. VTV Holdings History
AVANTAX ADVISORY SERVICES, INC.'s Vanguard Value ETF Holding Summary
As of 2025-03-31, AVANTAX ADVISORY SERVICES, INC. held 3.30 Mil shares of Vanguard Value ETF(VTV), totaling $570.45 Mil. This investment constitutes 3.46% of their stock portfolio, and AVANTAX ADVISORY SERVICES, INC. now holds 0.41% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q4. And since then AVANTAX ADVISORY SERVICES, INC. has made 24 purchases of VTV, at an average price of $145.86, for a total of 3.55 Mil shares. In addition, there have been 1 sales at an average price of $112.70 for 248,558.00 shares. Based on historical transaction data and VTV's current price of $177.86, AVANTAX ADVISORY SERVICES, INC.'s estimated gain on his VTV holdings is $97.44 Mil, reflecting a 18.81% gain to date.
AVANTAX ADVISORY SERVICES, INC. VTV ($177.86) Holding Chart
AVANTAX ADVISORY SERVICES, INC. VTV ($177.86) 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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