Bridgewealth Advisory Group, LLC VTV Holdings History
Bridgewealth Advisory Group, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Bridgewealth Advisory Group, LLC held 20,408.00 shares of Vanguard Value ETF(VTV), totaling $3.53 Mil. This investment constitutes 4.63% of their stock portfolio, and Bridgewealth Advisory Group, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2022Q4. And since then Bridgewealth Advisory Group, LLC has made 6 purchases of VTV, at an average price of $155.31, for a total of 52,779.00 shares. In addition, there have been 3 sales at an average price of $170.51 for 32,371.00 shares. Based on historical transaction data and VTV's current price of $177.66, Bridgewealth Advisory Group, LLC's estimated gain on his VTV holdings is $948,004.16, reflecting a 11.57% gain to date.
Bridgewealth Advisory Group, LLC VTV ($177.66) Holding Chart
Bridgewealth Advisory Group, 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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