Asset Planning Services, Ltd. VTV Holdings History
Asset Planning Services, Ltd.'s Vanguard Value ETF Holding Summary
As of 2021-12-31, Asset Planning Services, Ltd. held 49,330.00 shares of Vanguard Value ETF(VTV), totaling $7.26 Mil. This investment constitutes 3.35% of their stock portfolio, and Asset Planning Services, Ltd. now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q2. And since then Asset Planning Services, Ltd. has made 5 purchases of VTV, at an average price of $104.89, for a total of 69,907.00 shares. In addition, there have been 10 sales at an average price of $120.56 for 20,577.00 shares. Based on historical transaction data and VTV's current price of $177.66, Asset Planning Services, Ltd.'s estimated gain on his VTV holdings is $3.91 Mil, reflecting a 53.36% gain to date.
Asset Planning Services, Ltd. VTV ($177.66) Holding Chart
Asset Planning Services, Ltd. 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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