Bare Financial Services, Inc VTV Holdings History
Number of Shares
140,125.00
Current Holdings Value*
$24.21 Mil
% of Portfolio
9.3%
Total Estimate Gain
$2.18 Mil
% of Total Estimate Gain
9.58%
Bare Financial Services, Inc's Vanguard Value ETF Holding Summary
As of 2025-03-31, Bare Financial Services, Inc held 140,125.00 shares of Vanguard Value ETF(VTV), totaling $24.21 Mil. This investment constitutes 9.3% of their stock portfolio, and Bare Financial Services, Inc now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q4. And since then Bare Financial Services, Inc has made 5 purchases of VTV, at an average price of $162.47, for a total of 140,125.00 shares. Based on historical transaction data and VTV's current price of $178.04, Bare Financial Services, Inc's estimated gain on his VTV holdings is $2.18 Mil, reflecting a 9.58% gain to date.
Bare Financial Services, Inc VTV ($178.04) Holding Chart
Bare Financial Services, Inc VTV ($178.04) 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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