Waypoint Capital Advisors, LLC VTV Holdings History
Waypoint Capital Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2024-09-30, Waypoint Capital Advisors, LLC held 153,599.00 shares of Vanguard Value ETF(VTV), totaling $26.81 Mil. This investment constitutes 5.71% of their stock portfolio, and Waypoint Capital Advisors, LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2022Q1. And since then Waypoint Capital Advisors, LLC has made 11 purchases of VTV, at an average price of $148.55, for a total of 153,599.00 shares. Based on historical transaction data and VTV's current price of $177.66, Waypoint Capital Advisors, LLC's estimated gain on his VTV holdings is $4.47 Mil, reflecting a 19.60% gain to date.
Waypoint Capital Advisors, LLC VTV ($177.66) Holding Chart
Waypoint Capital Advisors, LLC 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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