ELM ADVISORS, LLC VTV Holdings History

Number of Shares
16,500.00
Current Holdings Value*
$2.44 Mil
% of Portfolio
3.29%
Total Estimate Gain
$2.25 Mil
% of Total Estimate Gain
77.59%

ELM ADVISORS, LLC's Vanguard Value ETF Holding Summary

As of 2022-03-31, ELM ADVISORS, LLC held 16,500.00 shares of Vanguard Value ETF(VTV), totaling $2.44 Mil. This investment constitutes 3.29% of their stock portfolio, and ELM ADVISORS, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2013Q4. And since then ELM ADVISORS, LLC has made 18 purchases of VTV, at an average price of $87.62, for a total of 33,130.00 shares. In addition, there have been 6 sales at an average price of $131.02 for 16,630.00 shares. Based on historical transaction data and VTV's current price of $180.37, ELM ADVISORS, LLC's estimated gain on his VTV holdings is $2.25 Mil, reflecting a 77.59% gain to date.

ELM ADVISORS, LLC VTV ($180.37) Holding Chart

ELM ADVISORS, LLC VTV ($180.37) 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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