Bell Investment Advisors, Inc VTV Holdings History
Bell Investment Advisors, Inc's Vanguard Value ETF Holding Summary
As of 2025-03-31, Bell Investment Advisors, Inc held 96,862.00 shares of Vanguard Value ETF(VTV), totaling $16.73 Mil. This investment constitutes 3.09% of their stock portfolio, and Bell Investment Advisors, Inc now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q3. And since then Bell Investment Advisors, Inc has made 5 purchases of VTV, at an average price of $138.71, for a total of 119,663.00 shares. In addition, there have been 8 sales at an average price of $145.33 for 22,801.00 shares. Based on historical transaction data and VTV's current price of $178.87, Bell Investment Advisors, Inc's estimated gain on his VTV holdings is $4.04 Mil, reflecting a 24.34% gain to date.
Bell Investment Advisors, Inc VTV ($178.87) Holding Chart
Bell Investment Advisors, Inc VTV ($178.87) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
