ICA Group Wealth Management, LLC VTV Holdings History
ICA Group Wealth Management, LLC's Vanguard Value ETF Holding Summary
As of 2024-06-30, ICA Group Wealth Management, LLC held 28,380.00 shares of Vanguard Value ETF(VTV), totaling $4.55 Mil. This investment constitutes 2.73% of their stock portfolio, and ICA Group Wealth Management, LLC now holds -% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2022Q1. And since then ICA Group Wealth Management, LLC has made 5 purchases of VTV, at an average price of $140.80, for a total of 75,490.00 shares. In addition, there have been 4 sales at an average price of $153.51 for 47,110.00 shares. Based on historical transaction data and VTV's current price of $178.26, ICA Group Wealth Management, LLC's estimated gain on his VTV holdings is $1.66 Mil, reflecting a 15.63% gain to date.
ICA Group Wealth Management, LLC VTV ($178.26) Holding Chart
ICA Group 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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