Dynamic Wealth Strategies, LLC VTV Holdings History
Dynamic Wealth Strategies, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Dynamic Wealth Strategies, LLC held 65,378.00 shares of Vanguard Value ETF(VTV), totaling $11.29 Mil. This investment constitutes 9.39% of their stock portfolio, and Dynamic Wealth Strategies, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $164.64 for 5,604.00 shares. Based on historical transaction data and VTV's current price of $179.63, Dynamic Wealth Strategies, LLC's estimated gain on his VTV holdings is $2.68 Mil, reflecting a 26.84% gain to date.
Dynamic Wealth Strategies, LLC VTV ($179.63) Holding Chart
Dynamic Wealth Strategies, LLC VTV ($179.63) 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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