Number of Shares
27,719.00
Current Holdings Value*
$4.79 Mil
% of Portfolio
3.67%
Total Estimate Gain
$1.33 Mil
% of Total Estimate Gain
19.33%

RICHARDSON FINANCIAL SERVICES INC.'s Vanguard Value ETF Holding Summary

As of 2025-03-31, RICHARDSON FINANCIAL SERVICES INC. held 27,719.00 shares of Vanguard Value ETF(VTV), totaling $4.79 Mil. This investment constitutes 3.67% of their stock portfolio, and RICHARDSON FINANCIAL SERVICES INC. now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2023Q4. And since then RICHARDSON FINANCIAL SERVICES INC. has made 3 purchases of VTV, at an average price of $148.23, for a total of 46,300.00 shares. In addition, there have been 2 sales at an average price of $174.93 for 18,581.00 shares. Based on historical transaction data and VTV's current price of $178.20, RICHARDSON FINANCIAL SERVICES INC.'s estimated gain on his VTV holdings is $1.33 Mil, reflecting a 19.33% gain to date.

RICHARDSON FINANCIAL SERVICES INC. VTV ($178.20) Holding Chart

RICHARDSON FINANCIAL SERVICES INC. VTV ($178.20) 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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