Number of Shares
67,209.00
Current Holdings Value*
$11.88 Mil
% of Portfolio
1.52%
Total Estimate Gain
$7.35 Mil
% of Total Estimate Gain
42.31%

Archford Capital Strategies, LLC's Vanguard Value ETF Holding Summary

As of 2025-06-30, Archford Capital Strategies, LLC held 67,209.00 shares of Vanguard Value ETF(VTV), totaling $11.88 Mil. This investment constitutes 1.52% of their stock portfolio, and Archford Capital Strategies, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2014Q2. And since then Archford Capital Strategies, LLC has made 22 purchases of VTV, at an average price of $109.07, for a total of 159,195.00 shares. In addition, there have been 13 sales at an average price of $138.98 for 91,986.00 shares. Based on historical transaction data and VTV's current price of $177.43, Archford Capital Strategies, LLC's estimated gain on his VTV holdings is $7.35 Mil, reflecting a 42.31% gain to date.

Archford Capital Strategies, LLC VTV ($177.43) Holding Chart

Archford Capital Strategies, LLC VTV ($177.43) 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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