Prism Advisors, Inc. VTV Holdings History
Prism Advisors, Inc.'s Vanguard Value ETF Holding Summary
As of 2025-06-30, Prism Advisors, Inc. held 110,071.00 shares of Vanguard Value ETF(VTV), totaling $19.45 Mil. This investment constitutes 5.54% of their stock portfolio, and Prism Advisors, Inc. now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q2. And since then Prism Advisors, Inc. has made 6 purchases of VTV, at an average price of $130.18, for a total of 219,720.00 shares. In addition, there have been 23 sales at an average price of $125.51 for 109,649.00 shares. Based on historical transaction data and VTV's current price of $177.86, Prism Advisors, Inc.'s estimated gain on his VTV holdings is $4.74 Mil, reflecting a 16.56% gain to date.
Prism Advisors, Inc. VTV ($177.86) Holding Chart
Prism Advisors, Inc. VTV ($177.86) 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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