Nabity-Jensen Investment Management Inc VTV Holdings History
Number of Shares
108,832.00
Current Holdings Value*
$19.24 Mil
% of Portfolio
14.19%
Total Estimate Gain
$4.38 Mil
% of Total Estimate Gain
27.77%
Nabity-Jensen Investment Management Inc's Vanguard Value ETF Holding Summary
As of 2025-06-30, Nabity-Jensen Investment Management Inc held 108,832.00 shares of Vanguard Value ETF(VTV), totaling $19.24 Mil. This investment constitutes 14.19% of their stock portfolio, and Nabity-Jensen Investment Management Inc now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q4. In addition, there have been 3 sales at an average price of $165.89 for 3,225.00 shares. Based on historical transaction data and VTV's current price of $180.30, Nabity-Jensen Investment Management Inc's estimated gain on his VTV holdings is $4.38 Mil, reflecting a 27.77% gain to date.
Nabity-Jensen Investment Management Inc VTV ($180.30) Holding Chart
Nabity-Jensen Investment Management Inc VTV ($180.30) 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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