CWS Financial Advisors, LLC VTV Holdings History
CWS Financial Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, CWS Financial Advisors, LLC held 56,712.00 shares of Vanguard Value ETF(VTV), totaling $9.80 Mil. This investment constitutes 3.09% of their stock portfolio, and CWS Financial Advisors, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q2. And since then CWS Financial Advisors, LLC has made 18 purchases of VTV, at an average price of $142.72, for a total of 75,529.00 shares. In addition, there have been 1 sales at an average price of $136.83 for 18,817.00 shares. Based on historical transaction data and VTV's current price of $180.57, CWS Financial Advisors, LLC's estimated gain on his VTV holdings is $2.04 Mil, reflecting a 18.88% gain to date.
CWS Financial Advisors, LLC VTV ($180.57) Holding Chart
CWS Financial Advisors, LLC VTV ($180.57) 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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