Accel Wealth Management VTV Holdings History
Accel Wealth Management's Vanguard Value ETF Holding Summary
As of 2025-03-31, Accel Wealth Management held 37,695.00 shares of Vanguard Value ETF(VTV), totaling $6.51 Mil. This investment constitutes 2.35% of their stock portfolio, and Accel Wealth Management now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q4. And since then Accel Wealth Management has made 13 purchases of VTV, at an average price of $145.38, for a total of 37,958.00 shares. In addition, there have been 3 sales at an average price of $144.94 for 263.00 shares. Based on historical transaction data and VTV's current price of $176.67, Accel Wealth Management's estimated gain on his VTV holdings is $1.18 Mil, reflecting a 21.37% gain to date.
Accel Wealth Management VTV ($176.67) Holding Chart
Accel Wealth Management VTV ($176.67) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
