CreativeOne Wealth, LLC VTV Holdings History
CreativeOne Wealth, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, CreativeOne Wealth, LLC held 461,845.00 shares of Vanguard Value ETF(VTV), totaling $79.78 Mil. This investment constitutes 2.39% of their stock portfolio, and CreativeOne Wealth, LLC now holds 0.06% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q2. And since then CreativeOne Wealth, LLC has made 23 purchases of VTV, at an average price of $126.19, for a total of 561,657.00 shares. In addition, there have been 5 sales at an average price of $149.35 for 99,812.00 shares. Based on historical transaction data and VTV's current price of $178.87, CreativeOne Wealth, LLC's estimated gain on his VTV holdings is $26.64 Mil, reflecting a 37.59% gain to date.
CreativeOne Wealth, LLC VTV ($178.87) Holding Chart
CreativeOne Wealth, LLC VTV ($178.87) 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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