Number of Shares
1,921.00
Current Holdings Value*
$332,000.00
% of Portfolio
0.17%
Total Estimate Gain
$31,588.94
% of Total Estimate Gain
3.73%

Retirement Planning Co of New England, Inc.'s Vanguard Value ETF Holding Summary

As of 2025-03-31, Retirement Planning Co of New England, Inc. held 1,921.00 shares of Vanguard Value ETF(VTV), totaling $332,000.00. This investment constitutes 0.17% of their stock portfolio, and Retirement Planning Co of New England, Inc. now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2021Q4. And since then Retirement Planning Co of New England, Inc. has made 5 purchases of VTV, at an average price of $153.36, for a total of 5,520.00 shares. In addition, there have been 4 sales at an average price of $149.16 for 3,599.00 shares. Based on historical transaction data and VTV's current price of $177.66, Retirement Planning Co of New England, Inc.'s estimated gain on his VTV holdings is $31,588.94, reflecting a 3.73% gain to date.

Retirement Planning Co of New England, Inc. VTV ($177.66) Holding Chart

Retirement Planning Co of New England, Inc. VTV ($177.66) 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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