Compound Planning, Inc. VTV Holdings History
Compound Planning, Inc.'s Vanguard Value ETF Holding Summary
As of 2025-03-31, Compound Planning, Inc. held 136,647.00 shares of Vanguard Value ETF(VTV), totaling $23.60 Mil. This investment constitutes 1.08% of their stock portfolio, and Compound Planning, Inc. now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q2. And since then Compound Planning, Inc. has made 7 purchases of VTV, at an average price of $172.68, for a total of 136,815.00 shares. In addition, there have been 1 sales at an average price of $154.16 for 168.00 shares. Based on historical transaction data and VTV's current price of $176.67, Compound Planning, Inc.'s estimated gain on his VTV holdings is $541,949.00, reflecting a 2.29% gain to date.
Compound Planning, Inc. VTV ($176.67) Holding Chart
Compound Planning, Inc. VTV ($176.67) 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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