Number of Shares
45,489.00
Current Holdings Value*
$7.86 Mil
% of Portfolio
1.53%
Total Estimate Gain
$1.69 Mil
% of Total Estimate Gain
25.98%

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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