Number of Shares
177,856.00
Current Holdings Value*
$31.05 Mil
% of Portfolio
8.33%
Total Estimate Gain
$13.20 Mil
% of Total Estimate Gain
34.89%

Platte River Wealth Advisors, LLC's Vanguard Value ETF Holding Summary

As of 2024-09-30, Platte River Wealth Advisors, LLC held 177,856.00 shares of Vanguard Value ETF(VTV), totaling $31.05 Mil. This investment constitutes 8.33% of their stock portfolio, and Platte River Wealth Advisors, LLC now holds 0.03% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2019Q4. And since then Platte River Wealth Advisors, LLC has made 11 purchases of VTV, at an average price of $119.85, for a total of 315,746.00 shares. In addition, there have been 7 sales at an average price of $141.02 for 137,890.00 shares. Based on historical transaction data and VTV's current price of $177.66, Platte River Wealth Advisors, LLC's estimated gain on his VTV holdings is $13.20 Mil, reflecting a 34.89% gain to date.

Platte River Wealth Advisors, LLC VTV ($177.66) Holding Chart

Platte River Wealth Advisors, 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 %

Top Ranked Articles

  • 1