Affiance Financial, LLC VTV Holdings History
Affiance Financial, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Affiance Financial, LLC held 73,247.00 shares of Vanguard Value ETF(VTV), totaling $12.95 Mil. This investment constitutes 2.63% of their stock portfolio, and Affiance Financial, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2015Q1. And since then Affiance Financial, LLC has made 13 purchases of VTV, at an average price of $139.80, for a total of 156,648.00 shares. In addition, there have been 9 sales at an average price of $138.99 for 83,401.00 shares. Based on historical transaction data and VTV's current price of $180.57, Affiance Financial, LLC's estimated gain on his VTV holdings is $2.92 Mil, reflecting a 13.33% gain to date.
Affiance Financial, LLC VTV ($180.57) Holding Chart
Affiance Financial, LLC VTV ($180.57) 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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