Chris Bulman Inc VTV Holdings History

Number of Shares
33,270.00
Current Holdings Value*
$5.75 Mil
% of Portfolio
3.63%
Total Estimate Gain
$575,286.47
% of Total Estimate Gain
10.27%

Chris Bulman Inc's Vanguard Value ETF Holding Summary

As of 2025-03-31, Chris Bulman Inc held 33,270.00 shares of Vanguard Value ETF(VTV), totaling $5.75 Mil. This investment constitutes 3.63% of their stock portfolio, and Chris Bulman Inc now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2024Q2. And since then Chris Bulman Inc has made 2 purchases of VTV, at an average price of $161.51, for a total of 34,685.00 shares. In addition, there have been 1 sales at an average price of $174.39 for 1,415.00 shares. Based on historical transaction data and VTV's current price of $178.25, Chris Bulman Inc's estimated gain on his VTV holdings is $575,286.47, reflecting a 10.27% gain to date.

Chris Bulman Inc VTV ($178.25) Holding Chart

Chris Bulman Inc VTV ($178.25) 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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