Number of Shares
7,091.00
Current Holdings Value*
$1.01 Mil
% of Portfolio
2.43%
Total Estimate Gain
$279,240.27
% of Total Estimate Gain
23.16%

Ulrich Consultants & Investment Group, LLC's Vanguard Value ETF Holding Summary

As of 2023-06-30, Ulrich Consultants & Investment Group, LLC held 7,091.00 shares of Vanguard Value ETF(VTV), totaling $1.01 Mil. This investment constitutes 2.43% of their stock portfolio, and Ulrich Consultants & Investment Group, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2022Q2. In addition, there have been 3 sales at an average price of $136.89 for 1,499.00 shares. Based on historical transaction data and VTV's current price of $180.46, Ulrich Consultants & Investment Group, LLC's estimated gain on his VTV holdings is $279,240.27, reflecting a 23.16% gain to date.

Ulrich Consultants & Investment Group, LLC VTV ($180.46) Holding Chart

Ulrich Consultants & Investment Group, LLC VTV ($180.46) 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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