Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-4,649.95
% of Total Estimate Gain
-0.64%

Avantra Family Wealth, Inc.'s Vanguard Value ETF Holding Summary

As of 2025-03-31, Avantra Family Wealth, Inc. held - shares of Vanguard Value ETF(VTV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Avantra Family Wealth, Inc. now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $174.39 for 4,115.00 shares. Based on historical transaction data and VTV's current price of $177.31, Avantra Family Wealth, Inc.'s estimated gain on his VTV holdings is $-4,649.95, reflecting a -0.64% gain to date.

Avantra Family Wealth, Inc. VTV ($177.31) Holding Chart

Avantra Family Wealth, Inc. VTV ($177.31) 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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