Holistic Planning, LLC VTV Holdings History
Number of Shares
36,662.00
Current Holdings Value*
$6.33 Mil
% of Portfolio
2.14%
Total Estimate Gain
$1.70 Mil
% of Total Estimate Gain
25.16%
Holistic Planning, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Holistic Planning, LLC held 36,662.00 shares of Vanguard Value ETF(VTV), totaling $6.33 Mil. This investment constitutes 2.14% of their stock portfolio, and Holistic Planning, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $163.81 for 11,331.00 shares. Based on historical transaction data and VTV's current price of $179.89, Holistic Planning, LLC's estimated gain on his VTV holdings is $1.70 Mil, reflecting a 25.16% gain to date.
Holistic Planning, LLC VTV ($179.89) Holding Chart
Holistic Planning, 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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