Number of Shares
31,870.00
Current Holdings Value*
$5.51 Mil
% of Portfolio
1.69%
Total Estimate Gain
$92,187.16
% of Total Estimate Gain
1.65%

CLUNE & ASSOCIATES, LTD.'s Vanguard Value ETF Holding Summary

As of 2025-03-31, CLUNE & ASSOCIATES, LTD. held 31,870.00 shares of Vanguard Value ETF(VTV), totaling $5.51 Mil. This investment constitutes 1.69% of their stock portfolio, and CLUNE & ASSOCIATES, LTD. now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2024Q4. And since then CLUNE & ASSOCIATES, LTD. has made 1 purchases of VTV, at an average price of $175.33, for a total of 31,870.00 shares. Based on historical transaction data and VTV's current price of $178.22, CLUNE & ASSOCIATES, LTD.'s estimated gain on his VTV holdings is $92,187.16, reflecting a 1.65% gain to date.

CLUNE & ASSOCIATES, LTD. VTV ($178.22) Holding Chart

CLUNE & ASSOCIATES, LTD. VTV ($178.22) 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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