Number of Shares
103,031.00
Current Holdings Value*
$17.80 Mil
% of Portfolio
14.33%
Total Estimate Gain
$371,878.35
% of Total Estimate Gain
2.06%

Antonelli Financial Advisors, LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, Antonelli Financial Advisors, LLC held 103,031.00 shares of Vanguard Value ETF(VTV), totaling $17.80 Mil. This investment constitutes 14.33% of their stock portfolio, and Antonelli Financial Advisors, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2024Q4. And since then Antonelli Financial Advisors, LLC has made 1 purchases of VTV, at an average price of $175.26, for a total of 103,031.00 shares. Based on historical transaction data and VTV's current price of $178.87, Antonelli Financial Advisors, LLC's estimated gain on his VTV holdings is $371,878.35, reflecting a 2.06% gain to date.

Antonelli Financial Advisors, LLC VTV ($178.87) Holding Chart

Antonelli Financial Advisors, LLC VTV ($178.87) 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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