CAPITAL WEALTH MANAGEMENT, LLC VTV Holdings History
CAPITAL WEALTH MANAGEMENT, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, CAPITAL WEALTH MANAGEMENT, LLC held 139,977.00 shares of Vanguard Value ETF(VTV), totaling $24.74 Mil. This investment constitutes 9.23% of their stock portfolio, and CAPITAL WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q2. And since then CAPITAL WEALTH MANAGEMENT, LLC has made 14 purchases of VTV, at an average price of $113.19, for a total of 183,568.00 shares. In addition, there have been 14 sales at an average price of $130.30 for 43,591.00 shares. Based on historical transaction data and VTV's current price of $180.53, CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his VTV holdings is $10.17 Mil, reflecting a 48.95% gain to date.
CAPITAL WEALTH MANAGEMENT, LLC VTV ($180.53) Holding Chart
CAPITAL WEALTH MANAGEMENT, LLC VTV ($180.53) 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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