BROWN WEALTH MANAGEMENT, LLC VTV Holdings History
BROWN WEALTH MANAGEMENT, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, BROWN WEALTH MANAGEMENT, LLC held 180,525.00 shares of Vanguard Value ETF(VTV), totaling $31.18 Mil. This investment constitutes 10.72% of their stock portfolio, and BROWN 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 BROWN WEALTH MANAGEMENT, LLC has made 6 purchases of VTV, at an average price of $152.78, for a total of 187,104.00 shares. In addition, there have been 1 sales at an average price of $140.69 for 6,579.00 shares. Based on historical transaction data and VTV's current price of $179.89, BROWN WEALTH MANAGEMENT, LLC's estimated gain on his VTV holdings is $4.82 Mil, reflecting a 16.84% gain to date.
BROWN WEALTH MANAGEMENT, LLC VTV ($179.89) Holding Chart
BROWN 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
