Goepper Burkhardt LLC VTV Holdings History

Number of Shares
5,331.00
Current Holdings Value*
$920,880.00
% of Portfolio
0.37%
Total Estimate Gain
$22,230.27
% of Total Estimate Gain
2.39%

Goepper Burkhardt LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, Goepper Burkhardt LLC held 5,331.00 shares of Vanguard Value ETF(VTV), totaling $920,880.00. This investment constitutes 0.37% of their stock portfolio, and Goepper Burkhardt LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2025Q1. And since then Goepper Burkhardt LLC has made 1 purchases of VTV, at an average price of $174.39, for a total of 5,331.00 shares. Based on historical transaction data and VTV's current price of $178.56, Goepper Burkhardt LLC's estimated gain on his VTV holdings is $22,230.27, reflecting a 2.39% gain to date.

Goepper Burkhardt LLC VTV ($178.56) Holding Chart

Goepper Burkhardt LLC VTV ($178.56) 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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