CAROLINAS WEALTH CONSULTING LLC VTV Holdings History
CAROLINAS WEALTH CONSULTING LLC's Vanguard Value ETF Holding Summary
As of 2024-12-31, CAROLINAS WEALTH CONSULTING LLC held 22,182.00 shares of Vanguard Value ETF(VTV), totaling $3.76 Mil. This investment constitutes 0.74% of their stock portfolio, and CAROLINAS WEALTH CONSULTING LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2019Q4. And since then CAROLINAS WEALTH CONSULTING LLC has made 14 purchases of VTV, at an average price of $136.93, for a total of 39,509.00 shares. In addition, there have been 6 sales at an average price of $127.77 for 17,327.00 shares. Based on historical transaction data and VTV's current price of $177.66, CAROLINAS WEALTH CONSULTING LLC's estimated gain on his VTV holdings is $744,721.82, reflecting a 13.77% gain to date.
CAROLINAS WEALTH CONSULTING LLC VTV ($177.66) Holding Chart
CAROLINAS WEALTH CONSULTING 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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