Level Financial Advisors VTV Holdings History
Level Financial Advisors's Vanguard Value ETF Holding Summary
As of 2025-06-30, Level Financial Advisors held 45,014.00 shares of Vanguard Value ETF(VTV), totaling $7.96 Mil. This investment constitutes 2.48% of their stock portfolio, and Level Financial Advisors now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then Level Financial Advisors has made 12 purchases of VTV, at an average price of $157.51, for a total of 50,942.00 shares. In addition, there have been 2 sales at an average price of $165.01 for 5,928.00 shares. Based on historical transaction data and VTV's current price of $180.37, Level Financial Advisors's estimated gain on his VTV holdings is $1.07 Mil, reflecting a 13.38% gain to date.
Level Financial Advisors VTV ($180.37) Holding Chart
Level Financial Advisors VTV ($180.37) 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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