Number of Shares
457,300.00
Current Holdings Value*
$78.99 Mil
% of Portfolio
10.64%
Total Estimate Gain
$20.32 Mil
% of Total Estimate Gain
30.30%

Relyea Zuckerberg Hanson LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, Relyea Zuckerberg Hanson LLC held 457,300.00 shares of Vanguard Value ETF(VTV), totaling $78.99 Mil. This investment constitutes 10.64% of their stock portfolio, and Relyea Zuckerberg Hanson LLC now holds 0.05% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2019Q4. And since then Relyea Zuckerberg Hanson LLC has made 18 purchases of VTV, at an average price of $134.30, for a total of 499,310.00 shares. In addition, there have been 3 sales at an average price of $139.42 for 42,010.00 shares. Based on historical transaction data and VTV's current price of $178.26, Relyea Zuckerberg Hanson LLC's estimated gain on his VTV holdings is $20.32 Mil, reflecting a 30.30% gain to date.

Relyea Zuckerberg Hanson LLC VTV ($178.26) Holding Chart

Relyea Zuckerberg Hanson LLC VTV ($178.26) 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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