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User

Ravenel Boykin Curry IV

Eagle Capital Management

Eagle Capital Management Vanguard Value Index Fund ETF Shares stake

total: 177

Eagle Capital Management VTV trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2017 Q4
Held for:
1 quarter
Latest activity:
2018 Q1
According to 2026 Q2 report, Eagle Capital Management doesn't hold any Vanguard Value Index Fund ETF Shares (VTV) shares. To date, the estimated cost basis is nearly $106.44 for "buy" trades and estimated average "sell" price is $106.44. Eagle Capital Management first purchased VTV in 2017 Q4, initially acquiring 3,833 shares. Since the initial investment in Vanguard Value Index Fund ETF Shares (VTV), Eagle Capital Management has made 1 more transaction.

When did Eagle Capital Management sell Vanguard Value Index Fund ETF Shares (VTV)?

Eagle Capital Management sold off the entire Vanguard Value Index Fund ETF Shares (VTV) position in 2018 Q1.

When did Eagle Capital Management buy Vanguard Value Index Fund ETF Shares (VTV)?

Eagle Capital Management first invested in Vanguard Value Index Fund ETF Shares (VTV) in 2017 Q4 at the reported quarter-end price of $106.44 per share.

What's the cost basis of Eagle Capital Management's VTV stake?

The estimated cost basis for Vanguard Value Index Fund ETF Shares (VTV) stake is around $106.44 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$106.44
Weighted AVG sell price:
$106.44

Eagle Capital Management's historical trades in Vanguard Value Index Fund ETF Shares

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2018 Q1
0.00%
$106.44
-100% (-3,833)
2017 Q4
0.00%
$106.44
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.