SWP FINANCIAL LLC VTV Holdings History
SWP FINANCIAL LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, SWP FINANCIAL LLC held 75,815.00 shares of Vanguard Value ETF(VTV), totaling $13.10 Mil. This investment constitutes 8% of their stock portfolio, and SWP FINANCIAL LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q4. And since then SWP FINANCIAL LLC has made 3 purchases of VTV, at an average price of $149.40, for a total of 109,608.00 shares. In addition, there have been 2 sales at an average price of $171.89 for 33,793.00 shares. Based on historical transaction data and VTV's current price of $176.67, SWP FINANCIAL LLC's estimated gain on his VTV holdings is $2.83 Mil, reflecting a 17.27% gain to date.
SWP FINANCIAL LLC VTV ($176.67) Holding Chart
SWP FINANCIAL 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 % | |||
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