Annapolis Financial Services, LLC VTV Holdings History
Annapolis Financial Services, LLC's Vanguard Value ETF Holding Summary
As of 2024-09-30, Annapolis Financial Services, LLC held 94,389.00 shares of Vanguard Value ETF(VTV), totaling $16.48 Mil. This investment constitutes 4.88% of their stock portfolio, and Annapolis Financial Services, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q4. And since then Annapolis Financial Services, LLC has made 3 purchases of VTV, at an average price of $111.83, for a total of 133,455.00 shares. In addition, there have been 11 sales at an average price of $146.62 for 39,066.00 shares. Based on historical transaction data and VTV's current price of $177.66, Annapolis Financial Services, LLC's estimated gain on his VTV holdings is $7.57 Mil, reflecting a 50.74% gain to date.
Annapolis Financial Services, LLC VTV ($177.66) Holding Chart
Annapolis Financial Services, 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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