Number of Shares
121,396.00
Current Holdings Value*
$21.46 Mil
% of Portfolio
10.32%
Total Estimate Gain
$4.13 Mil
% of Total Estimate Gain
23.16%

Shore Point Advisors, LLC's Vanguard Value ETF Holding Summary

As of 2025-06-30, Shore Point Advisors, LLC held 121,396.00 shares of Vanguard Value ETF(VTV), totaling $21.46 Mil. This investment constitutes 10.32% of their stock portfolio, and Shore Point Advisors, LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2021Q4. And since then Shore Point Advisors, LLC has made 11 purchases of VTV, at an average price of $143.64, for a total of 124,082.00 shares. In addition, there have been 3 sales at an average price of $143.10 for 2,686.00 shares. Based on historical transaction data and VTV's current price of $177.66, Shore Point Advisors, LLC's estimated gain on his VTV holdings is $4.13 Mil, reflecting a 23.16% gain to date.

Shore Point Advisors, LLC VTV ($177.66) Holding Chart

Shore Point Advisors, 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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