DEFINED WEALTH MANAGEMENT, LLC VTV Holdings History
DEFINED WEALTH MANAGEMENT, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, DEFINED WEALTH MANAGEMENT, LLC held 29,767.00 shares of Vanguard Value ETF(VTV), totaling $5.26 Mil. This investment constitutes 3.25% of their stock portfolio, and DEFINED WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q4. And since then DEFINED WEALTH MANAGEMENT, LLC has made 16 purchases of VTV, at an average price of $137.30, for a total of 31,524.00 shares. In addition, there have been 3 sales at an average price of $159.58 for 1,757.00 shares. Based on historical transaction data and VTV's current price of $180.57, DEFINED WEALTH MANAGEMENT, LLC's estimated gain on his VTV holdings is $1.33 Mil, reflecting a 30.66% gain to date.
DEFINED WEALTH MANAGEMENT, LLC VTV ($180.57) Holding Chart
DEFINED WEALTH MANAGEMENT, LLC VTV ($180.57) 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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