Briaud Financial Planning, Inc VTV Holdings History
Briaud Financial Planning, Inc's Vanguard Value ETF Holding Summary
As of 2025-03-31, Briaud Financial Planning, Inc held 1,026.00 shares of Vanguard Value ETF(VTV), totaling $180,000.00. This investment constitutes 0.07% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2024Q2. And since then Briaud Financial Planning, Inc has made 2 purchases of VTV, at an average price of $171.52, for a total of 1,026.00 shares. Based on historical transaction data and VTV's current price of $177.97, Briaud Financial Planning, Inc's estimated gain on his VTV holdings is $6,614.30, reflecting a 3.76% gain to date.
Briaud Financial Planning, Inc VTV ($177.97) Holding Chart
Briaud Financial Planning, Inc VTV ($177.97) 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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