Five Pine Wealth Management VTV Holdings History
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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