Fee-Only Financial Planning, L.C. VTV Holdings History
Fee-Only Financial Planning, L.C.'s Vanguard Value ETF Holding Summary
As of 2025-03-31, Fee-Only Financial Planning, L.C. held 169,985.00 shares of Vanguard Value ETF(VTV), totaling $29.36 Mil. This investment constitutes 20.04% of their stock portfolio, and Fee-Only Financial Planning, L.C. now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2022Q4. And since then Fee-Only Financial Planning, L.C. has made 1 purchases of VTV, at an average price of $136.86, for a total of 188,451.00 shares. In addition, there have been 8 sales at an average price of $160.90 for 18,466.00 shares. Based on historical transaction data and VTV's current price of $178.26, Fee-Only Financial Planning, L.C.'s estimated gain on his VTV holdings is $7.48 Mil, reflecting a 29.01% gain to date.
Fee-Only Financial Planning, L.C. VTV ($178.26) Holding Chart
Fee-Only Financial Planning, L.C. VTV ($178.26) 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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