Five Pine Wealth Management VTV Holdings History
Number of Shares
60,060.00
Current Holdings Value*
$10.37 Mil
% of Portfolio
8.45%
Total Estimate Gain
$255,340.81
% of Total Estimate Gain
2.42%
Five Pine Wealth Management's Vanguard Value ETF Holding Summary
As of 2025-03-31, Five Pine Wealth Management held 60,060.00 shares of Vanguard Value ETF(VTV), totaling $10.37 Mil. This investment constitutes 8.45% of their stock portfolio, and Five Pine Wealth Management now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2024Q4. And since then Five Pine Wealth Management has made 1 purchases of VTV, at an average price of $175.38, for a total of 60,060.00 shares. Based on historical transaction data and VTV's current price of $179.63, Five Pine Wealth Management's estimated gain on his VTV holdings is $255,340.81, reflecting a 2.42% gain to date.
Five Pine Wealth Management VTV ($179.63) Holding Chart
Five Pine Wealth Management 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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