Summit Equities Inc VTV Holdings History
Summit Equities Inc's Vanguard Value ETF Holding Summary
As of 2018-09-30, Summit Equities Inc held 274,883.00 shares of Vanguard Value ETF(VTV), totaling $30.42 Mil. This investment constitutes 5.24% of their stock portfolio, and Summit Equities Inc now holds 0.04% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2014Q1. And since then Summit Equities Inc has made 7 purchases of VTV, at an average price of $83.29, for a total of 274,883.00 shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and VTV's current price of $178.44, Summit Equities Inc's estimated gain on his VTV holdings is $26.16 Mil, reflecting a 114.25% gain to date.
Summit Equities Inc VTV ($178.44) Holding Chart
Summit Equities Inc VTV ($178.44) 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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