Number of Shares
48,221.00
Current Holdings Value*
$8.33 Mil
% of Portfolio
2.33%
Total Estimate Gain
$2.53 Mil
% of Total Estimate Gain
22.00%

Interchange Capital Partners, LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, Interchange Capital Partners, LLC held 48,221.00 shares of Vanguard Value ETF(VTV), totaling $8.33 Mil. This investment constitutes 2.33% of their stock portfolio, and Interchange Capital Partners, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2020Q4. And since then Interchange Capital Partners, LLC has made 10 purchases of VTV, at an average price of $130.66, for a total of 87,987.00 shares. In addition, there have been 7 sales at an average price of $138.47 for 39,766.00 shares. Based on historical transaction data and VTV's current price of $176.67, Interchange Capital Partners, LLC's estimated gain on his VTV holdings is $2.53 Mil, reflecting a 22.00% gain to date.

Interchange Capital Partners, LLC VTV ($176.67) Holding Chart

Interchange Capital Partners, LLC VTV ($176.67) 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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