Retirement Group, LLC VTV Holdings History
Retirement Group, LLC's Vanguard Value ETF Holding Summary
As of 2024-03-31, Retirement Group, LLC held 37,302.00 shares of Vanguard Value ETF(VTV), totaling $6.07 Mil. This investment constitutes 2.18% of their stock portfolio, and Retirement Group, LLC now holds -% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2019Q4. And since then Retirement Group, LLC has made 11 purchases of VTV, at an average price of $128.98, for a total of 62,224.00 shares. In addition, there have been 5 sales at an average price of $135.18 for 24,922.00 shares. Based on historical transaction data and VTV's current price of $178.26, Retirement Group, LLC's estimated gain on his VTV holdings is $1.99 Mil, reflecting a 24.83% gain to date.
Retirement Group, LLC VTV ($178.26) Holding Chart
Retirement Group, 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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