Number of Shares
99,503.00
Current Holdings Value*
$17.19 Mil
% of Portfolio
1.54%
Total Estimate Gain
$1.85 Mil
% of Total Estimate Gain
11.01%

Capital Investment Advisory Services, LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, Capital Investment Advisory Services, LLC held 99,503.00 shares of Vanguard Value ETF(VTV), totaling $17.19 Mil. This investment constitutes 1.54% of their stock portfolio, and Capital Investment Advisory Services, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2018Q2. And since then Capital Investment Advisory Services, LLC has made 13 purchases of VTV, at an average price of $154.51, for a total of 109,033.00 shares. In addition, there have been 16 sales at an average price of $107.38 for 9,530.00 shares. Based on historical transaction data and VTV's current price of $177.66, Capital Investment Advisory Services, LLC's estimated gain on his VTV holdings is $1.85 Mil, reflecting a 11.01% gain to date.

Capital Investment Advisory Services, LLC VTV ($177.66) Holding Chart

Capital Investment Advisory Services, 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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