Relative Value Partners Group, LLC VTI Holdings History
Relative Value Partners Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2024-06-30, Relative Value Partners Group, LLC held 8,076.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $2.16 Mil. This investment constitutes 0.28% of their stock portfolio, and Relative Value Partners Group, LLC now holds -% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then Relative Value Partners Group, LLC has made 14 purchases of VTI, at an average price of $184.30, for a total of 669,428.00 shares. In addition, there have been 10 sales at an average price of $230.10 for 661,352.00 shares. Based on historical transaction data and VTI's current price of $309.26, Relative Value Partners Group, LLC's estimated gain on his VTI holdings is $31.30 Mil, reflecting a 25.37% gain to date.
Relative Value Partners Group, LLC VTI ($309.26) Holding Chart
Relative Value Partners Group, LLC VTI ($309.26) 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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