CJM Wealth Advisers, Ltd. VTV Holdings History
CJM Wealth Advisers, Ltd.'s Vanguard Value ETF Holding Summary
As of 2025-06-30, CJM Wealth Advisers, Ltd. held 92,308.00 shares of Vanguard Value ETF(VTV), totaling $16.31 Mil. This investment constitutes 5.43% of their stock portfolio, and CJM Wealth Advisers, Ltd. now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then CJM Wealth Advisers, Ltd. has made 9 purchases of VTV, at an average price of $137.90, for a total of 139,040.00 shares. In addition, there have been 5 sales at an average price of $139.54 for 46,732.00 shares. Based on historical transaction data and VTV's current price of $177.66, CJM Wealth Advisers, Ltd.'s estimated gain on his VTV holdings is $3.75 Mil, reflecting a 19.54% gain to date.
CJM Wealth Advisers, Ltd. VTV ($177.66) Holding Chart
CJM Wealth Advisers, Ltd. 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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