Number of Shares
28,945.00
Current Holdings Value*
$5.12 Mil
% of Portfolio
0.35%
Total Estimate Gain
$681,229.72
% of Total Estimate Gain
13.04%

TCI Wealth Advisors, Inc.'s Vanguard Value ETF Holding Summary

As of 2025-06-30, TCI Wealth Advisors, Inc. held 28,945.00 shares of Vanguard Value ETF(VTV), totaling $5.12 Mil. This investment constitutes 0.35% of their stock portfolio, and TCI Wealth Advisors, Inc. now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2013Q4. And since then TCI Wealth Advisors, Inc. has made 18 purchases of VTV, at an average price of $148.92, for a total of 35,070.00 shares. In addition, there have been 18 sales at an average price of $124.31 for 6,125.00 shares. Based on historical transaction data and VTV's current price of $177.66, TCI Wealth Advisors, Inc.'s estimated gain on his VTV holdings is $681,229.72, reflecting a 13.04% gain to date.

TCI Wealth Advisors, Inc. VTV ($177.66) Holding Chart

TCI Wealth Advisors, 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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