Number of Shares
124,465.00
Current Holdings Value*
$21.50 Mil
% of Portfolio
4.45%
Total Estimate Gain
$4.33 Mil
% of Total Estimate Gain
23.71%

MITCHELL MCLEOD PUGH & WILLIAMS INC's Vanguard Value ETF Holding Summary

As of 2025-03-31, MITCHELL MCLEOD PUGH & WILLIAMS INC held 124,465.00 shares of Vanguard Value ETF(VTV), totaling $21.50 Mil. This investment constitutes 4.45% of their stock portfolio, and MITCHELL MCLEOD PUGH & WILLIAMS INC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2020Q1. And since then MITCHELL MCLEOD PUGH & WILLIAMS INC has made 20 purchases of VTV, at an average price of $143.26, for a total of 127,500.00 shares. In addition, there have been 1 sales at an average price of $140.69 for 3,035.00 shares. Based on historical transaction data and VTV's current price of $178.11, MITCHELL MCLEOD PUGH & WILLIAMS INC's estimated gain on his VTV holdings is $4.33 Mil, reflecting a 23.71% gain to date.

MITCHELL MCLEOD PUGH & WILLIAMS INC VTV ($178.11) Holding Chart

MITCHELL MCLEOD PUGH & WILLIAMS INC VTV ($178.11) 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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