Antonelli Financial Advisors, LLC VTV Holdings History
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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