Elevated Capital Advisors, LLC VTV Holdings History
Elevated Capital Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Elevated Capital Advisors, LLC held 44,464.00 shares of Vanguard Value ETF(VTV), totaling $7.68 Mil. This investment constitutes 2.15% of their stock portfolio, and Elevated Capital Advisors, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2019Q1. And since then Elevated Capital Advisors, LLC has made 9 purchases of VTV, at an average price of $122.38, for a total of 89,962.00 shares. In addition, there have been 6 sales at an average price of $125.91 for 45,498.00 shares. Based on historical transaction data and VTV's current price of $178.56, Elevated Capital Advisors, LLC's estimated gain on his VTV holdings is $2.66 Mil, reflecting a 24.15% gain to date.
Elevated Capital Advisors, LLC VTV ($178.56) Holding Chart
Elevated Capital Advisors, LLC VTV ($178.56) 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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