AAF Wealth Management, LLC VTV Holdings History
AAF Wealth Management, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, AAF Wealth Management, LLC held 134,672.00 shares of Vanguard Value ETF(VTV), totaling $23.26 Mil. This investment constitutes 12.56% of their stock portfolio, and AAF Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q4. And since then AAF Wealth Management, LLC has made 12 purchases of VTV, at an average price of $121.37, for a total of 170,971.00 shares. In addition, there have been 5 sales at an average price of $142.69 for 36,299.00 shares. Based on historical transaction data and VTV's current price of $177.80, AAF Wealth Management, LLC's estimated gain on his VTV holdings is $8.37 Mil, reflecting a 40.36% gain to date.
AAF Wealth Management, LLC VTV ($177.80) Holding Chart
AAF Wealth Management, LLC VTV ($177.80) 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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