Number of Shares
55,710.00
Current Holdings Value*
$9.52 Mil
% of Portfolio
4.29%
Total Estimate Gain
$2.18 Mil
% of Total Estimate Gain
27.38%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's Vanguard Value ETF Holding Summary

As of 2025-03-31, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held 55,710.00 shares of Vanguard Value ETF(VTV), totaling $9.52 Mil. This investment constitutes 4.29% of their stock portfolio, and KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2021Q4. And since then KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT has made 4 purchases of VTV, at an average price of $140.93, for a total of 56,479.00 shares. In addition, there have been 3 sales at an average price of $171.95 for 769.00 shares. Based on historical transaction data and VTV's current price of $179.63, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's estimated gain on his VTV holdings is $2.18 Mil, reflecting a 27.38% gain to date.

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT VTV ($179.63) Holding Chart

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT VTV ($179.63) 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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