Number of Shares
239,396.00
Current Holdings Value*
$41.35 Mil
% of Portfolio
5.03%
Total Estimate Gain
$7.49 Mil
% of Total Estimate Gain
13.28%

49 WEALTH MANAGEMENT, LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, 49 WEALTH MANAGEMENT, LLC held 239,396.00 shares of Vanguard Value ETF(VTV), totaling $41.35 Mil. This investment constitutes 5.03% of their stock portfolio, and 49 WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2023Q4. And since then 49 WEALTH MANAGEMENT, LLC has made 3 purchases of VTV, at an average price of $155.82, for a total of 361,933.00 shares. In addition, there have been 2 sales at an average price of $170.42 for 122,537.00 shares. Based on historical transaction data and VTV's current price of $179.63, 49 WEALTH MANAGEMENT, LLC's estimated gain on his VTV holdings is $7.49 Mil, reflecting a 13.28% gain to date.

49 WEALTH MANAGEMENT, LLC VTV ($179.63) Holding Chart

49 WEALTH MANAGEMENT, LLC VTV ($179.63) 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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