Number of Shares
220,311.00
Current Holdings Value*
$38.06 Mil
% of Portfolio
5.17%
Total Estimate Gain
$7.49 Mil
% of Total Estimate Gain
22.11%

CAHILL FINANCIAL ADVISORS INC's Vanguard Value ETF Holding Summary

As of 2025-03-31, CAHILL FINANCIAL ADVISORS INC held 220,311.00 shares of Vanguard Value ETF(VTV), totaling $38.06 Mil. This investment constitutes 5.17% of their stock portfolio, and CAHILL FINANCIAL ADVISORS INC now holds 0.03% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2019Q4. And since then CAHILL FINANCIAL ADVISORS INC has made 18 purchases of VTV, at an average price of $143.10, for a total of 236,665.00 shares. In addition, there have been 4 sales at an average price of $121.58 for 16,354.00 shares. Based on historical transaction data and VTV's current price of $178.69, CAHILL FINANCIAL ADVISORS INC's estimated gain on his VTV holdings is $7.49 Mil, reflecting a 22.11% gain to date.

CAHILL FINANCIAL ADVISORS INC VTV ($178.69) Holding Chart

CAHILL FINANCIAL ADVISORS INC VTV ($178.69) 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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