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 %

Top Ranked Articles

  • 1