Cooksen Wealth, LLC VTV Holdings History
Cooksen Wealth, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Cooksen Wealth, LLC held 55,177.00 shares of Vanguard Value ETF(VTV), totaling $8.99 Mil. This investment constitutes 9.12% of their stock portfolio, and Cooksen Wealth, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q4. And since then Cooksen Wealth, LLC has made 4 purchases of VTV, at an average price of $143.86, for a total of 60,315.00 shares. In addition, there have been 1 sales at an average price of $174.39 for 5,138.00 shares. Based on historical transaction data and VTV's current price of $178.26, Cooksen Wealth, LLC's estimated gain on his VTV holdings is $2.06 Mil, reflecting a 23.69% gain to date.
Cooksen Wealth, LLC VTV ($178.26) Holding Chart
Cooksen Wealth, LLC VTV ($178.26) 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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