Baystate Wealth Management LLC VTV Holdings History
Baystate Wealth Management LLC's Vanguard Value ETF Holding Summary
As of 2023-12-31, Baystate Wealth Management LLC held 476,873.00 shares of Vanguard Value ETF(VTV), totaling $71.29 Mil. This investment constitutes 5.23% of their stock portfolio, and Baystate Wealth Management LLC now holds 0.07% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2014Q3. And since then Baystate Wealth Management LLC has made 23 purchases of VTV, at an average price of $121.34, for a total of 665,229.00 shares. In addition, there have been 6 sales at an average price of $119.81 for 188,356.00 shares. Based on historical transaction data and VTV's current price of $178.56, Baystate Wealth Management LLC's estimated gain on his VTV holdings is $27.00 Mil, reflecting a 33.45% gain to date.
Baystate Wealth Management LLC VTV ($178.56) Holding Chart
Baystate Wealth Management LLC VTV ($178.56) 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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