Bay Harbor Wealth Management, LLC VTV Holdings History
Bay Harbor Wealth Management, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Bay Harbor Wealth Management, LLC held 85,233.00 shares of Vanguard Value ETF(VTV), totaling $14.72 Mil. This investment constitutes 4.66% of their stock portfolio, and Bay Harbor Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q4. And since then Bay Harbor Wealth Management, LLC has made 13 purchases of VTV, at an average price of $109.01, for a total of 142,743.00 shares. In addition, there have been 12 sales at an average price of $154.60 for 57,510.00 shares. Based on historical transaction data and VTV's current price of $178.42, Bay Harbor Wealth Management, LLC's estimated gain on his VTV holdings is $8.54 Mil, reflecting a 54.86% gain to date.
Bay Harbor Wealth Management, LLC VTV ($178.42) Holding Chart
Bay Harbor Wealth Management, LLC VTV ($178.42) 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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