Baron Silver Stevens Financial Advisors, LLC VTV Holdings History
Baron Silver Stevens Financial Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Baron Silver Stevens Financial Advisors, LLC held 262,303.00 shares of Vanguard Value ETF(VTV), totaling $46.36 Mil. This investment constitutes 7.42% of their stock portfolio, and Baron Silver Stevens Financial Advisors, LLC now holds 0.04% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q4. And since then Baron Silver Stevens Financial Advisors, LLC has made 12 purchases of VTV, at an average price of $141.34, for a total of 321,898.00 shares. In addition, there have been 6 sales at an average price of $143.66 for 59,595.00 shares. Based on historical transaction data and VTV's current price of $179.70, Baron Silver Stevens Financial Advisors, LLC's estimated gain on his VTV holdings is $10.20 Mil, reflecting a 22.42% gain to date.
Baron Silver Stevens Financial Advisors, LLC VTV ($179.70) Holding Chart
Baron Silver Stevens Financial Advisors, LLC VTV ($179.70) 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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