STAGE HARBOR FINANCIAL, LLC VTV Holdings History
STAGE HARBOR FINANCIAL, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 16,452.00 shares of Vanguard Value ETF(VTV), totaling $2.84 Mil. This investment constitutes 2.41% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q4. And since then STAGE HARBOR FINANCIAL, LLC has made 3 purchases of VTV, at an average price of $146.19, for a total of 21,560.00 shares. In addition, there have been 1 sales at an average price of $167.43 for 5,108.00 shares. Based on historical transaction data and VTV's current price of $177.66, STAGE HARBOR FINANCIAL, LLC's estimated gain on his VTV holdings is $626,177.74, reflecting a 19.87% gain to date.
STAGE HARBOR FINANCIAL, LLC VTV ($177.66) Holding Chart
STAGE HARBOR FINANCIAL, LLC 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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