Number of Shares
48,592.00
Current Holdings Value*
$8.39 Mil
% of Portfolio
3.71%
Total Estimate Gain
$3.40 Mil
% of Total Estimate Gain
38.18%

TPG Financial Advisors, LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, TPG Financial Advisors, LLC held 48,592.00 shares of Vanguard Value ETF(VTV), totaling $8.39 Mil. This investment constitutes 3.71% of their stock portfolio, and TPG Financial Advisors, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2018Q4. And since then TPG Financial Advisors, LLC has made 12 purchases of VTV, at an average price of $116.80, for a total of 76,237.00 shares. In addition, there have been 12 sales at an average price of $131.96 for 27,645.00 shares. Based on historical transaction data and VTV's current price of $178.16, TPG Financial Advisors, LLC's estimated gain on his VTV holdings is $3.40 Mil, reflecting a 38.18% gain to date.

TPG Financial Advisors, LLC VTV ($178.16) Holding Chart

TPG Financial Advisors, LLC VTV ($178.16) 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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