Number of Shares
87,723.00
Current Holdings Value*
$12.33 Mil
% of Portfolio
6.65%
Total Estimate Gain
$5.85 Mil
% of Total Estimate Gain
58.55%

Fullen Financial Group's Vanguard Value ETF Holding Summary

As of 2023-03-31, Fullen Financial Group held 87,723.00 shares of Vanguard Value ETF(VTV), totaling $12.33 Mil. This investment constitutes 6.65% of their stock portfolio, and Fullen Financial Group now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2020Q2. And since then Fullen Financial Group has made 9 purchases of VTV, at an average price of $113.00, for a total of 88,491.00 shares. In addition, there have been 2 sales at an average price of $124.79 for 768.00 shares. Based on historical transaction data and VTV's current price of $179.63, Fullen Financial Group's estimated gain on his VTV holdings is $5.85 Mil, reflecting a 58.55% gain to date.

Fullen Financial Group VTV ($179.63) Holding Chart

Fullen Financial Group VTV ($179.63) 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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