Number of Shares
171,444.00
Current Holdings Value*
$30.30 Mil
% of Portfolio
6.11%
Total Estimate Gain
$8.64 Mil
% of Total Estimate Gain
25.35%

MARINO, STRAM & ASSOCIATES LLC's Vanguard Value ETF Holding Summary

As of 2025-06-30, MARINO, STRAM & ASSOCIATES LLC held 171,444.00 shares of Vanguard Value ETF(VTV), totaling $30.30 Mil. This investment constitutes 6.11% of their stock portfolio, and MARINO, STRAM & ASSOCIATES LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2018Q2. And since then MARINO, STRAM & ASSOCIATES LLC has made 28 purchases of VTV, at an average price of $130.49, for a total of 261,074.00 shares. In addition, there have been 1 sales at an average price of $136.62 for 89,630.00 shares. Based on historical transaction data and VTV's current price of $177.66, MARINO, STRAM & ASSOCIATES LLC's estimated gain on his VTV holdings is $8.64 Mil, reflecting a 25.35% gain to date.

MARINO, STRAM & ASSOCIATES LLC VTV ($177.66) Holding Chart

MARINO, STRAM & ASSOCIATES LLC VTV ($177.66) 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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