Clearstead Advisors, LLC VTV Holdings History
Clearstead Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Clearstead Advisors, LLC held 657,909.00 shares of Vanguard Value ETF(VTV), totaling $113.65 Mil. This investment constitutes 1.76% of their stock portfolio, and Clearstead Advisors, LLC now holds 0.08% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q1. And since then Clearstead Advisors, LLC has made 13 purchases of VTV, at an average price of $159.42, for a total of 662,696.00 shares. In addition, there have been 4 sales at an average price of $140.11 for 4,787.00 shares. Based on historical transaction data and VTV's current price of $178.87, Clearstead Advisors, LLC's estimated gain on his VTV holdings is $12.70 Mil, reflecting a 12.02% gain to date.
Clearstead Advisors, LLC VTV ($178.87) Holding Chart
Clearstead Advisors, 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 % | |||
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