BAKER TILLY WEALTH MANAGEMENT, LLC VTV Holdings History
BAKER TILLY WEALTH MANAGEMENT, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held 2,654.00 shares of Vanguard Value ETF(VTV), totaling $469,070.00. This investment constitutes 0.17% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q4. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 4 purchases of VTV, at an average price of $156.65, for a total of 67,806.00 shares. In addition, there have been 5 sales at an average price of $158.00 for 65,152.00 shares. Based on historical transaction data and VTV's current price of $180.57, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his VTV holdings is $151,152.42, reflecting a 1.42% gain to date.
BAKER TILLY WEALTH MANAGEMENT, LLC VTV ($180.57) Holding Chart
BAKER TILLY WEALTH MANAGEMENT, LLC VTV ($180.57) 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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