OXFORD FINANCIAL GROUP, LTD. LLC VTV Holdings History
OXFORD FINANCIAL GROUP, LTD. LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, OXFORD FINANCIAL GROUP, LTD. LLC held 270,947.00 shares of Vanguard Value ETF(VTV), totaling $46.80 Mil. This investment constitutes 3.28% of their stock portfolio, and OXFORD FINANCIAL GROUP, LTD. LLC now holds 0.03% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q4. And since then OXFORD FINANCIAL GROUP, LTD. LLC has made 8 purchases of VTV, at an average price of $111.67, for a total of 447,894.00 shares. In addition, there have been 17 sales at an average price of $127.09 for 176,947.00 shares. Based on historical transaction data and VTV's current price of $177.66, OXFORD FINANCIAL GROUP, LTD. LLC's estimated gain on his VTV holdings is $20.61 Mil, reflecting a 41.20% gain to date.
OXFORD FINANCIAL GROUP, LTD. LLC VTV ($177.66) Holding Chart
OXFORD FINANCIAL GROUP, LTD. LLC VTV ($177.66) 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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