Number of Shares
3,619.00
Current Holdings Value*
$625,190.00
% of Portfolio
0.24%
Total Estimate Gain
$23,418.62
% of Total Estimate Gain
3.29%

Horan Securities, Inc.'s Vanguard Value ETF Holding Summary

As of 2025-03-31, Horan Securities, Inc. held 3,619.00 shares of Vanguard Value ETF(VTV), totaling $625,190.00. This investment constitutes 0.24% of their stock portfolio, and Horan Securities, Inc. now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2020Q2. And since then Horan Securities, Inc. has made 8 purchases of VTV, at an average price of $168.98, for a total of 4,210.00 shares. In addition, there have been 3 sales at an average price of $137.65 for 591.00 shares. Based on historical transaction data and VTV's current price of $180.57, Horan Securities, Inc.'s estimated gain on his VTV holdings is $23,418.62, reflecting a 3.29% gain to date.

Horan Securities, Inc. VTV ($180.57) Holding Chart

Horan Securities, Inc. VTV ($180.57) 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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