Cassady Schiller Wealth Management, LLC VTV Holdings History
Cassady Schiller Wealth Management, LLC's Vanguard Value ETF Holding Summary
As of 2024-12-31, Cassady Schiller Wealth Management, LLC held 251,932.00 shares of Vanguard Value ETF(VTV), totaling $42.65 Mil. This investment constitutes 15.85% of their stock portfolio, and Cassady Schiller Wealth Management, LLC now holds 0.03% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then Cassady Schiller Wealth Management, LLC has made 11 purchases of VTV, at an average price of $143.40, for a total of 260,185.00 shares. In addition, there have been 1 sales at an average price of $167.43 for 8,253.00 shares. Based on historical transaction data and VTV's current price of $178.87, Cassady Schiller Wealth Management, LLC's estimated gain on his VTV holdings is $9.13 Mil, reflecting a 24.48% gain to date.
Cassady Schiller Wealth Management, LLC VTV ($178.87) Holding Chart
Cassady Schiller Wealth Management, LLC VTV ($178.87) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
