Aspen Wealth Strategies, LLC VTV Holdings History
Aspen Wealth Strategies, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Aspen Wealth Strategies, LLC held 98,993.00 shares of Vanguard Value ETF(VTV), totaling $17.10 Mil. This investment constitutes 11.21% of their stock portfolio, and Aspen Wealth Strategies, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2022Q4. And since then Aspen Wealth Strategies, LLC has made 5 purchases of VTV, at an average price of $142.05, for a total of 104,776.00 shares. In addition, there have been 3 sales at an average price of $167.40 for 5,783.00 shares. Based on historical transaction data and VTV's current price of $177.66, Aspen Wealth Strategies, LLC's estimated gain on his VTV holdings is $3.67 Mil, reflecting a 24.67% gain to date.
Aspen Wealth Strategies, LLC VTV ($177.66) Holding Chart
Aspen Wealth Strategies, LLC VTV ($177.66) 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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