Number of Shares
48,694.00
Current Holdings Value*
$8.61 Mil
% of Portfolio
3.83%
Total Estimate Gain
$1.85 Mil
% of Total Estimate Gain
24.96%

CORA CAPITAL ADVISORS LLC's Vanguard Value ETF Holding Summary

As of 2025-06-30, CORA CAPITAL ADVISORS LLC held 48,694.00 shares of Vanguard Value ETF(VTV), totaling $8.61 Mil. This investment constitutes 3.83% of their stock portfolio, and CORA CAPITAL ADVISORS LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2022Q4. And since then CORA CAPITAL ADVISORS LLC has made 7 purchases of VTV, at an average price of $139.76, for a total of 52,999.00 shares. In addition, there have been 3 sales at an average price of $140.51 for 4,305.00 shares. Based on historical transaction data and VTV's current price of $177.66, CORA CAPITAL ADVISORS LLC's estimated gain on his VTV holdings is $1.85 Mil, reflecting a 24.96% gain to date.

CORA CAPITAL ADVISORS LLC VTV ($177.66) Holding Chart

CORA CAPITAL ADVISORS LLC VTV ($177.66) 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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