Number of Shares
50,390.00
Current Holdings Value*
$8.80 Mil
% of Portfolio
2.01%
Total Estimate Gain
$773,700.90
% of Total Estimate Gain
4.16%

Delta Financial Group, Inc.'s Vanguard Value ETF Holding Summary

As of 2025-03-31, Delta Financial Group, Inc. held 50,390.00 shares of Vanguard Value ETF(VTV), totaling $8.80 Mil. This investment constitutes 2.01% of their stock portfolio, and Delta Financial Group, Inc. now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2022Q4. And since then Delta Financial Group, Inc. has made 6 purchases of VTV, at an average price of $155.72, for a total of 119,428.00 shares. In addition, there have been 2 sales at an average price of $150.91 for 69,038.00 shares. Based on historical transaction data and VTV's current price of $177.66, Delta Financial Group, Inc.'s estimated gain on his VTV holdings is $773,700.90, reflecting a 4.16% gain to date.

Delta Financial Group, Inc. VTV ($177.66) Holding Chart

Delta Financial Group, Inc. VTV ($177.66) 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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