49 WEALTH MANAGEMENT, LLC VTV Holdings History
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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