Nalls Sherbakoff Group, LLC VTV Holdings History
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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