SIMON QUICK ADVISORS, LLC VTV Holdings History
SIMON QUICK ADVISORS, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, SIMON QUICK ADVISORS, LLC held 570,689.00 shares of Vanguard Value ETF(VTV), totaling $98.58 Mil. This investment constitutes 5.61% of their stock portfolio, and SIMON QUICK ADVISORS, LLC now holds 0.07% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q2. And since then SIMON QUICK ADVISORS, LLC has made 25 purchases of VTV, at an average price of $141.64, for a total of 597,676.00 shares. In addition, there have been 3 sales at an average price of $115.80 for 26,987.00 shares. Based on historical transaction data and VTV's current price of $176.67, SIMON QUICK ADVISORS, LLC's estimated gain on his VTV holdings is $19.29 Mil, reflecting a 22.79% gain to date.
SIMON QUICK ADVISORS, LLC VTV ($176.67) Holding Chart
SIMON QUICK ADVISORS, LLC VTV ($176.67) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
