Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-2,966.01
% of Total Estimate Gain
-0.08%

Kalos Management, Inc.'s Vanguard Value ETF Holding Summary

As of 2023-09-30, Kalos Management, Inc. held - shares of Vanguard Value ETF(VTV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Kalos Management, Inc. now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2018Q3. And since then Kalos Management, Inc. has made 11 purchases of VTV, at an average price of $135.44, for a total of 26,421.00 shares. In addition, there have been 9 sales at an average price of $135.33 for 26,421.00 shares. Based on historical transaction data and VTV's current price of $179.89, Kalos Management, Inc.'s estimated gain on his VTV holdings is $-2,966.01, reflecting a -0.08% gain to date.

Kalos Management, Inc. VTV ($179.89) Holding Chart

Kalos Management, Inc. 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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