VALLEY FINANCIAL MANAGEMENT, INC. VTV Holdings History
VALLEY FINANCIAL MANAGEMENT, INC.'s Vanguard Value ETF Holding Summary
As of 2023-06-30, VALLEY FINANCIAL MANAGEMENT, INC. held 72,313.00 shares of Vanguard Value ETF(VTV), totaling $10.28 Mil. This investment constitutes 5.32% of their stock portfolio, and VALLEY FINANCIAL MANAGEMENT, INC. now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q2. And since then VALLEY FINANCIAL MANAGEMENT, INC. has made 1 purchases of VTV, at an average price of $138.06, for a total of 72,313.00 shares. Based on historical transaction data and VTV's current price of $177.66, VALLEY FINANCIAL MANAGEMENT, INC.'s estimated gain on his VTV holdings is $2.86 Mil, reflecting a 28.68% gain to date.
VALLEY FINANCIAL MANAGEMENT, INC. VTV ($177.66) Holding Chart
VALLEY FINANCIAL MANAGEMENT, 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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