Jacobsen Capital Management VTV Holdings History
Jacobsen Capital Management's Vanguard Value ETF Holding Summary
As of 2025-03-31, Jacobsen Capital Management held 182,549.00 shares of Vanguard Value ETF(VTV), totaling $31.53 Mil. This investment constitutes 13.7% of their stock portfolio, and Jacobsen Capital Management now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2019Q2. And since then Jacobsen Capital Management has made 14 purchases of VTV, at an average price of $110.68, for a total of 322,294.00 shares. In addition, there have been 8 sales at an average price of $129.75 for 139,745.00 shares. Based on historical transaction data and VTV's current price of $178.44, Jacobsen Capital Management's estimated gain on his VTV holdings is $15.03 Mil, reflecting a 42.15% gain to date.
Jacobsen Capital Management VTV ($178.44) Holding Chart
Jacobsen Capital Management VTV ($178.44) 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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