Beacon Pointe Advisors, LLC VTV Holdings History
Beacon Pointe Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Beacon Pointe Advisors, LLC held 865,127.00 shares of Vanguard Value ETF(VTV), totaling $149.44 Mil. This investment constitutes 1.68% of their stock portfolio, and Beacon Pointe Advisors, LLC now holds 0.11% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q4. And since then Beacon Pointe Advisors, LLC has made 16 purchases of VTV, at an average price of $140.06, for a total of 1.19 Mil shares. In addition, there have been 9 sales at an average price of $139.61 for 324,465.00 shares. Based on historical transaction data and VTV's current price of $177.66, Beacon Pointe Advisors, LLC's estimated gain on his VTV holdings is $32.38 Mil, reflecting a 19.44% gain to date.
Beacon Pointe Advisors, LLC VTV ($177.66) Holding Chart
Beacon Pointe Advisors, LLC VTV ($177.66) 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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