Hall Private Wealth Advisors VTV Holdings History
Number of Shares
47,293.00
Current Holdings Value*
$6.52 Mil
% of Portfolio
4.38%
Total Estimate Gain
$1.88 Mil
% of Total Estimate Gain
28.77%
Hall Private Wealth Advisors's Vanguard Value ETF Holding Summary
As of 2023-09-30, Hall Private Wealth Advisors held 47,293.00 shares of Vanguard Value ETF(VTV), totaling $6.52 Mil. This investment constitutes 4.38% of their stock portfolio, and Hall Private Wealth Advisors now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2022Q4. And since then Hall Private Wealth Advisors has made 4 purchases of VTV, at an average price of $137.97, for a total of 47,293.00 shares. Based on historical transaction data and VTV's current price of $177.66, Hall Private Wealth Advisors's estimated gain on his VTV holdings is $1.88 Mil, reflecting a 28.77% gain to date.
Hall Private Wealth Advisors VTV ($177.66) Holding Chart
Hall Private Wealth Advisors 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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