Ellis Investment Partners, LLC VTV Holdings History
Ellis Investment Partners, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Ellis Investment Partners, LLC held 84,866.00 shares of Vanguard Value ETF(VTV), totaling $14.66 Mil. This investment constitutes 3.03% of their stock portfolio, and Ellis Investment Partners, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2019Q1. And since then Ellis Investment Partners, LLC has made 24 purchases of VTV, at an average price of $142.53, for a total of 84,936.00 shares. In addition, there have been 1 sales at an average price of $142.08 for 70.00 shares. Based on historical transaction data and VTV's current price of $180.57, Ellis Investment Partners, LLC's estimated gain on his VTV holdings is $3.23 Mil, reflecting a 26.67% gain to date.
Ellis Investment Partners, LLC VTV ($180.57) Holding Chart
Ellis Investment Partners, LLC VTV ($180.57) 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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