Number of Shares
15,402.00
Current Holdings Value*
$2.30 Mil
% of Portfolio
2.05%
Total Estimate Gain
$608,692.82
% of Total Estimate Gain
28.15%

Nalls Sherbakoff Group, LLC's Vanguard Value ETF Holding Summary

As of 2023-12-31, Nalls Sherbakoff Group, LLC held 15,402.00 shares of Vanguard Value ETF(VTV), totaling $2.30 Mil. This investment constitutes 2.05% of their stock portfolio, and Nalls Sherbakoff Group, LLC now holds -% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2023Q1. And since then Nalls Sherbakoff Group, LLC has made 4 purchases of VTV, at an average price of $140.37, for a total of 15,402.00 shares. Based on historical transaction data and VTV's current price of $179.89, Nalls Sherbakoff Group, LLC's estimated gain on his VTV holdings is $608,692.82, reflecting a 28.15% gain to date.

Nalls Sherbakoff Group, LLC VTV ($179.89) Holding Chart

Nalls Sherbakoff Group, LLC VTV ($179.89) 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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