Financial Planning & Information Services, Inc. VTV Holdings History
Financial Planning & Information Services, Inc.'s Vanguard Value ETF Holding Summary
As of 2024-09-30, Financial Planning & Information Services, Inc. held 232,616.00 shares of Vanguard Value ETF(VTV), totaling $40.61 Mil. This investment constitutes 5.6% of their stock portfolio, and Financial Planning & Information Services, Inc. now holds 0.03% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q2. And since then Financial Planning & Information Services, Inc. has made 13 purchases of VTV, at an average price of $111.00, for a total of 291,928.00 shares. In addition, there have been 12 sales at an average price of $113.55 for 59,312.00 shares. Based on historical transaction data and VTV's current price of $178.44, Financial Planning & Information Services, Inc.'s estimated gain on his VTV holdings is $15.84 Mil, reflecting a 48.87% gain to date.
Financial Planning & Information Services, Inc. VTV ($178.44) Holding Chart
Financial Planning & Information Services, Inc. VTV ($178.44) 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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