CAPTRUST FINANCIAL ADVISORS VTV Holdings History
CAPTRUST FINANCIAL ADVISORS's Vanguard Value ETF Holding Summary
As of 2025-03-31, CAPFINANCIAL PARTNERS, LLC held 5.64 Mil shares of Vanguard Value ETF(VTV), totaling $975.08 Mil. This investment constitutes 2.45% of their stock portfolio, and CAPFINANCIAL PARTNERS, LLC now holds 0.71% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2014Q1. And since then CAPTRUST FINANCIAL ADVISORS has made 28 purchases of VTV, at an average price of $135.83, for a total of 6.27 Mil shares. In addition, there have been 9 sales at an average price of $100.16 for 622,403.00 shares. Based on historical transaction data and VTV's current price of $176.97, CAPTRUST FINANCIAL ADVISORS's estimated gain on his VTV holdings is $210.05 Mil, reflecting a 24.68% gain to date.
CAPTRUST FINANCIAL ADVISORS VTV ($176.97) Holding Chart
CAPTRUST FINANCIAL ADVISORS VTV ($176.97) 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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