BIP Wealth, LLC VTV Holdings History
BIP Wealth, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, BIP Wealth, LLC held 339,109.00 shares of Vanguard Value ETF(VTV), totaling $58.58 Mil. This investment constitutes 3.82% of their stock portfolio, and BIP Wealth, LLC now holds 0.04% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q1. And since then BIP Wealth, LLC has made 7 purchases of VTV, at an average price of $150.29, for a total of 347,303.00 shares. In addition, there have been 1 sales at an average price of $174.39 for 8,194.00 shares. Based on historical transaction data and VTV's current price of $177.66, BIP Wealth, LLC's estimated gain on his VTV holdings is $9.48 Mil, reflecting a 18.16% gain to date.
BIP Wealth, LLC VTV ($177.66) Holding Chart
BIP Wealth, 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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