HOHIMER WEALTH MANAGEMENT, LLC VTV Holdings History
HOHIMER WEALTH MANAGEMENT, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, HOHIMER WEALTH MANAGEMENT, LLC held 45,489.00 shares of Vanguard Value ETF(VTV), totaling $7.86 Mil. This investment constitutes 1.53% of their stock portfolio, and HOHIMER WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q1. And since then HOHIMER WEALTH MANAGEMENT, LLC has made 8 purchases of VTV, at an average price of $142.79, for a total of 45,496.00 shares. In addition, there have been 1 sales at an average price of $174.39 for 7.00 shares. Based on historical transaction data and VTV's current price of $179.89, HOHIMER WEALTH MANAGEMENT, LLC's estimated gain on his VTV holdings is $1.69 Mil, reflecting a 25.98% gain to date.
HOHIMER WEALTH MANAGEMENT, LLC VTV ($179.89) Holding Chart
HOHIMER WEALTH MANAGEMENT, LLC VTV ($179.89) 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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