High Pines Wealth Management, LLC VTV Holdings History
High Pines Wealth Management, LLC's Vanguard Value ETF Holding Summary
As of 2023-12-31, High Pines Wealth Management, LLC held 55,113.00 shares of Vanguard Value ETF(VTV), totaling $8.24 Mil. This investment constitutes 12.56% of their stock portfolio, and High Pines Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q4. And since then High Pines Wealth Management, LLC has made 9 purchases of VTV, at an average price of $119.06, for a total of 60,893.00 shares. In addition, there have been 3 sales at an average price of $142.99 for 5,780.00 shares. Based on historical transaction data and VTV's current price of $176.79, High Pines Wealth Management, LLC's estimated gain on his VTV holdings is $3.32 Mil, reflecting a 45.79% gain to date.
High Pines Wealth Management, LLC VTV ($176.79) Holding Chart
High Pines Wealth Management, LLC VTV ($176.79) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
