Number of Shares
62,377.00
Current Holdings Value*
$11.04 Mil
% of Portfolio
8.17%
Total Estimate Gain
$157,157.34
% of Total Estimate Gain
1.44%

Five Pine Wealth Management's Vanguard Value ETF Holding Summary

As of 2025-06-30, Five Pine Wealth Management held 62,377.00 shares of Vanguard Value ETF(VTV), totaling $11.04 Mil. This investment constitutes 8.17% 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 2 purchases of VTV, at an average price of $175.14, for a total of 62,377.00 shares. Based on historical transaction data and VTV's current price of $177.66, Five Pine Wealth Management's estimated gain on his VTV holdings is $157,157.34, reflecting a 1.44% gain to date.

Five Pine Wealth Management VTV ($177.66) Holding Chart

Five Pine Wealth Management 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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