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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