Hartmann Taylor Wealth Management, LLC VTV Holdings History
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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