R. W. Roge & Company, Inc. VTV Holdings History
R. W. Roge & Company, Inc.'s Vanguard Value ETF Holding Summary
As of 2025-03-31, R. W. Roge & Company, Inc. held 113,666.00 shares of Vanguard Value ETF(VTV), totaling $19.63 Mil. This investment constitutes 10.75% of their stock portfolio, and R. W. Roge & Company, Inc. now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q2. And since then R. W. Roge & Company, Inc. has made 12 purchases of VTV, at an average price of $147.39, for a total of 130,483.00 shares. In addition, there have been 8 sales at an average price of $138.42 for 16,817.00 shares. Based on historical transaction data and VTV's current price of $177.66, R. W. Roge & Company, Inc.'s estimated gain on his VTV holdings is $3.29 Mil, reflecting a 17.11% gain to date.
R. W. Roge & Company, Inc. VTV ($177.66) Holding Chart
R. W. Roge & Company, Inc. 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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