Sovereign Financial Group, Inc. VTV Holdings History
Sovereign Financial Group, Inc.'s Vanguard Value ETF Holding Summary
As of 2025-03-31, Sovereign Financial Group, Inc. held 106,988.00 shares of Vanguard Value ETF(VTV), totaling $18.48 Mil. This investment constitutes 4.26% of their stock portfolio, and Sovereign Financial Group, Inc. now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q1. And since then Sovereign Financial Group, Inc. has made 15 purchases of VTV, at an average price of $146.93, for a total of 114,670.00 shares. In addition, there have been 1 sales at an average price of $136.83 for 7,682.00 shares. Based on historical transaction data and VTV's current price of $177.66, Sovereign Financial Group, Inc.'s estimated gain on his VTV holdings is $3.21 Mil, reflecting a 19.06% gain to date.
Sovereign Financial Group, Inc. VTV ($177.66) Holding Chart
Sovereign Financial Group, 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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