Number of Shares
88,759.00
Current Holdings Value*
$15.33 Mil
% of Portfolio
13.74%
Total Estimate Gain
$343,497.33
% of Total Estimate Gain
2.22%

Hartmann Taylor Wealth Management, LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, Hartmann Taylor Wealth Management, LLC held 88,759.00 shares of Vanguard Value ETF(VTV), totaling $15.33 Mil. This investment constitutes 13.74% of their stock portfolio, and Hartmann Taylor Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2025Q1. Based on historical transaction data and VTV's current price of $178.26, Hartmann Taylor Wealth Management, LLC's estimated gain on his VTV holdings is $343,497.33, reflecting a 2.22% gain to date.

Hartmann Taylor Wealth Management, LLC VTV ($178.26) Holding Chart

Hartmann Taylor Wealth Management, LLC VTV ($178.26) 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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