Number of Shares
216,961.00
Current Holdings Value*
$38.35 Mil
% of Portfolio
5.88%
Total Estimate Gain
$725,309.35
% of Total Estimate Gain
1.89%

Financial Advisory Corp's Vanguard Value ETF Holding Summary

As of 2025-06-30, Financial Advisory Corp held 216,961.00 shares of Vanguard Value ETF(VTV), totaling $38.35 Mil. This investment constitutes 5.88% of their stock portfolio, and Financial Advisory Corp now holds 0.03% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $174.24 for 1,178.00 shares. Based on historical transaction data and VTV's current price of $178.87, Financial Advisory Corp's estimated gain on his VTV holdings is $725,309.35, reflecting a 1.89% gain to date.

Financial Advisory Corp VTV ($178.87) Holding Chart

Financial Advisory Corp VTV ($178.87) 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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