Goldstone Financial Group, LLC VTV Holdings History
Goldstone Financial Group, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Goldstone Financial Group, LLC held 162,490.00 shares of Vanguard Value ETF(VTV), totaling $29.19 Mil. This investment constitutes 3.86% of their stock portfolio, and Goldstone Financial Group, LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q1. And since then Goldstone Financial Group, LLC has made 8 purchases of VTV, at an average price of $155.63, for a total of 162,490.00 shares. Based on historical transaction data and VTV's current price of $178.26, Goldstone Financial Group, LLC's estimated gain on his VTV holdings is $3.68 Mil, reflecting a 14.54% gain to date.
Goldstone Financial Group, LLC VTV ($178.26) Holding Chart
Goldstone Financial Group, LLC VTV ($178.26) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
