Number of Shares
54,818.00
Current Holdings Value*
$9.47 Mil
% of Portfolio
2.2%
Total Estimate Gain
$9.90 Mil
% of Total Estimate Gain
79.74%

Cranbrook Wealth Management, LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, Cranbrook Wealth Management, LLC held 54,818.00 shares of Vanguard Value ETF(VTV), totaling $9.47 Mil. This investment constitutes 2.2% of their stock portfolio, and Cranbrook Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2014Q1. And since then Cranbrook Wealth Management, LLC has made 11 purchases of VTV, at an average price of $77.66, for a total of 159,805.00 shares. In addition, there have been 26 sales at an average price of $118.69 for 104,987.00 shares. Based on historical transaction data and VTV's current price of $179.63, Cranbrook Wealth Management, LLC's estimated gain on his VTV holdings is $9.90 Mil, reflecting a 79.74% gain to date.

Cranbrook Wealth Management, LLC VTV ($179.63) Holding Chart

Cranbrook Wealth Management, LLC VTV ($179.63) 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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