M Holdings Securities, Inc. VTV Holdings History
M Holdings Securities, Inc.'s Vanguard Value ETF Holding Summary
As of 2025-03-31, M Holdings Securities, Inc. held 135,400.00 shares of Vanguard Value ETF(VTV), totaling $23.39 Mil. This investment constitutes 3.89% of their stock portfolio, and M Holdings Securities, Inc. now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2014Q1. And since then M Holdings Securities, Inc. has made 23 purchases of VTV, at an average price of $143.00, for a total of 396,937.00 shares. In addition, there have been 5 sales at an average price of $148.26 for 261,537.00 shares. Based on historical transaction data and VTV's current price of $177.43, M Holdings Securities, Inc.'s estimated gain on his VTV holdings is $6.04 Mil, reflecting a 10.64% gain to date.
M Holdings Securities, Inc. VTV ($177.43) Holding Chart
M Holdings Securities, Inc. VTV ($177.43) 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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