Forbes Financial Planning, Inc. VTV Holdings History
Forbes Financial Planning, Inc.'s Vanguard Value ETF Holding Summary
As of 2025-03-31, Forbes Financial Planning, Inc. held 39,795.00 shares of Vanguard Value ETF(VTV), totaling $6.87 Mil. This investment constitutes 5.09% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then Forbes Financial Planning, Inc. has made 9 purchases of VTV, at an average price of $140.22, for a total of 40,794.00 shares. In addition, there have been 2 sales at an average price of $174.53 for 999.00 shares. Based on historical transaction data and VTV's current price of $177.66, Forbes Financial Planning, Inc.'s estimated gain on his VTV holdings is $1.52 Mil, reflecting a 26.64% gain to date.
Forbes Financial Planning, Inc. VTV ($177.66) Holding Chart
Forbes Financial Planning, Inc. VTV ($177.66) 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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