Arcadia Wealth Management, LLC VTV Holdings History
Arcadia Wealth Management, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Arcadia Wealth Management, LLC held 131,989.00 shares of Vanguard Value ETF(VTV), totaling $23.33 Mil. This investment constitutes 10.2% of their stock portfolio, and Arcadia Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q2. And since then Arcadia Wealth Management, LLC has made 8 purchases of VTV, at an average price of $146.72, for a total of 137,194.00 shares. In addition, there have been 1 sales at an average price of $174.39 for 5,205.00 shares. Based on historical transaction data and VTV's current price of $179.89, Arcadia Wealth Management, LLC's estimated gain on his VTV holdings is $4.52 Mil, reflecting a 22.47% gain to date.
Arcadia Wealth Management, LLC VTV ($179.89) Holding Chart
Arcadia Wealth Management, LLC VTV ($179.89) 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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