Number of Shares
131,584.00
Current Holdings Value*
$22.73 Mil
% of Portfolio
2.57%
Total Estimate Gain
$7.11 Mil
% of Total Estimate Gain
34.16%

Certified Advisory Corp's Vanguard Value ETF Holding Summary

As of 2025-03-31, Certified Advisory Corp held 131,584.00 shares of Vanguard Value ETF(VTV), totaling $22.73 Mil. This investment constitutes 2.57% of their stock portfolio, and Certified Advisory Corp now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2018Q2. And since then Certified Advisory Corp has made 20 purchases of VTV, at an average price of $123.11, for a total of 169,081.00 shares. In addition, there have been 6 sales at an average price of $124.99 for 37,497.00 shares. Based on historical transaction data and VTV's current price of $176.61, Certified Advisory Corp's estimated gain on his VTV holdings is $7.11 Mil, reflecting a 34.16% gain to date.

Certified Advisory Corp VTV ($176.61) Holding Chart

Certified Advisory Corp VTV ($176.61) 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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