Crown Wealth Group, LLC VTV Holdings History
Crown Wealth Group, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Crown Wealth Group, LLC held 1,628.00 shares of Vanguard Value ETF(VTV), totaling $287,730.00. This investment constitutes 0.11% of their stock portfolio, and Crown Wealth Group, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2024Q3. And since then Crown Wealth Group, LLC has made 2 purchases of VTV, at an average price of $169.95, for a total of 41,464.00 shares. In addition, there have been 2 sales at an average price of $172.99 for 39,836.00 shares. Based on historical transaction data and VTV's current price of $177.66, Crown Wealth Group, LLC's estimated gain on his VTV holdings is $133,717.04, reflecting a 1.90% gain to date.
Crown Wealth Group, LLC VTV ($177.66) Holding Chart
Crown Wealth Group, 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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