FLAGSHIP WEALTH ADVISORS, LLC VTV Holdings History
Number of Shares
50,259.00
Current Holdings Value*
$8.68 Mil
% of Portfolio
3.66%
Total Estimate Gain
$121,500.72
% of Total Estimate Gain
1.38%
FLAGSHIP WEALTH ADVISORS, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, FLAGSHIP WEALTH ADVISORS, LLC held 50,259.00 shares of Vanguard Value ETF(VTV), totaling $8.68 Mil. This investment constitutes 3.66% of their stock portfolio, and FLAGSHIP WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2024Q4. And since then FLAGSHIP WEALTH ADVISORS, LLC has made 1 purchases of VTV, at an average price of $175.24, for a total of 50,259.00 shares. Based on historical transaction data and VTV's current price of $177.66, FLAGSHIP WEALTH ADVISORS, LLC's estimated gain on his VTV holdings is $121,500.72, reflecting a 1.38% gain to date.
FLAGSHIP WEALTH ADVISORS, LLC VTV ($177.66) Holding Chart
FLAGSHIP WEALTH ADVISORS, 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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