Investment Advisory Group, LLC VTV Holdings History
Investment Advisory Group, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Investment Advisory Group, LLC held 39,585.00 shares of Vanguard Value ETF(VTV), totaling $6.84 Mil. This investment constitutes 2.29% of their stock portfolio, and Investment Advisory Group, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then Investment Advisory Group, LLC has made 10 purchases of VTV, at an average price of $143.03, for a total of 44,177.00 shares. In addition, there have been 2 sales at an average price of $166.95 for 4,592.00 shares. Based on historical transaction data and VTV's current price of $179.89, Investment Advisory Group, LLC's estimated gain on his VTV holdings is $1.57 Mil, reflecting a 24.83% gain to date.
Investment Advisory Group, LLC VTV ($179.89) Holding Chart
Investment Advisory Group, LLC VTV ($179.89) 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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