Number of Shares
1.25 Mil
Current Holdings Value*
$215.40 Mil
% of Portfolio
21.81%
Total Estimate Gain
$42.74 Mil
% of Total Estimate Gain
15.32%

Retirement Investment Advisors, Inc.'s Vanguard Value ETF Holding Summary

As of 2025-03-31, Retirement Investment Advisors, Inc. held 1.25 Mil shares of Vanguard Value ETF(VTV), totaling $215.40 Mil. This investment constitutes 21.81% of their stock portfolio, and Retirement Investment Advisors, Inc. now holds 0.16% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2022Q4. And since then Retirement Investment Advisors, Inc. has made 7 purchases of VTV, at an average price of $143.86, for a total of 1.94 Mil shares. In addition, there have been 1 sales at an average price of $140.69 for 692,290.00 shares. Based on historical transaction data and VTV's current price of $179.89, Retirement Investment Advisors, Inc.'s estimated gain on his VTV holdings is $42.74 Mil, reflecting a 15.32% gain to date.

Retirement Investment Advisors, Inc. VTV ($179.89) Holding Chart

Retirement Investment Advisors, Inc. VTV ($179.89) 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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