Boyd Wealth Management, LLC VTV Holdings History
Boyd Wealth Management, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Boyd Wealth Management, LLC held 114,022.00 shares of Vanguard Value ETF(VTV), totaling $20.15 Mil. This investment constitutes 8.73% of their stock portfolio, and Boyd Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then Boyd Wealth Management, LLC has made 9 purchases of VTV, at an average price of $147.69, for a total of 252,053.00 shares. In addition, there have been 4 sales at an average price of $149.54 for 138,031.00 shares. Based on historical transaction data and VTV's current price of $178.02, Boyd Wealth Management, LLC's estimated gain on his VTV holdings is $3.71 Mil, reflecting a 9.97% gain to date.
Boyd Wealth Management, LLC VTV ($178.02) Holding Chart
Boyd Wealth Management, LLC VTV ($178.02) 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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