Stephens Consulting, LLC VTV Holdings History
Stephens Consulting, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Stephens Consulting, LLC held 203,890.00 shares of Vanguard Value ETF(VTV), totaling $35.22 Mil. This investment constitutes 8.83% of their stock portfolio, and Stephens Consulting, LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then Stephens Consulting, LLC has made 11 purchases of VTV, at an average price of $141.70, for a total of 208,638.00 shares. In addition, there have been 2 sales at an average price of $154.58 for 4,748.00 shares. Based on historical transaction data and VTV's current price of $179.63, Stephens Consulting, LLC's estimated gain on his VTV holdings is $7.79 Mil, reflecting a 26.37% gain to date.
Stephens Consulting, LLC VTV ($179.63) Holding Chart
Stephens Consulting, LLC VTV ($179.63) 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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