Number of Shares
48,159.00
Current Holdings Value*
$8.32 Mil
% of Portfolio
5.4%
Total Estimate Gain
$2.03 Mil
% of Total Estimate Gain
24.60%

Main Line Retirement Advisors, LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, Main Line Retirement Advisors, LLC held 48,159.00 shares of Vanguard Value ETF(VTV), totaling $8.32 Mil. This investment constitutes 5.4% of their stock portfolio, and Main Line Retirement Advisors, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2023Q2. And since then Main Line Retirement Advisors, LLC has made 5 purchases of VTV, at an average price of $142.71, for a total of 57,733.00 shares. In addition, there have been 1 sales at an average price of $175.52 for 9,574.00 shares. Based on historical transaction data and VTV's current price of $178.26, Main Line Retirement Advisors, LLC's estimated gain on his VTV holdings is $2.03 Mil, reflecting a 24.60% gain to date.

Main Line Retirement Advisors, LLC VTV ($178.26) Holding Chart

Main Line Retirement Advisors, LLC VTV ($178.26) 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 %

Top Ranked Articles

  • 1