Number of Shares
7,559.00
Current Holdings Value*
$1.31 Mil
% of Portfolio
0.48%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
17.43%

BAKER BOYER NATIONAL BANK's Vanguard Value ETF Holding Summary

As of 2025-03-31, BAKER BOYER NATIONAL BANK held 7,559.00 shares of Vanguard Value ETF(VTV), totaling $1.31 Mil. This investment constitutes 0.48% of their stock portfolio, and BAKER BOYER NATIONAL BANK now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2021Q2. And since then BAKER BOYER NATIONAL BANK has made 10 purchases of VTV, at an average price of $138.54, for a total of 50,285.00 shares. In addition, there have been 5 sales at an average price of $159.65 for 42,726.00 shares. Based on historical transaction data and VTV's current price of $179.89, BAKER BOYER NATIONAL BANK's estimated gain on his VTV holdings is $1.21 Mil, reflecting a 17.43% gain to date.

BAKER BOYER NATIONAL BANK VTV ($179.89) Holding Chart

BAKER BOYER NATIONAL BANK VTV ($179.89) 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 %

Top Ranked Articles

  • 1