INVICTUS PRIVATE WEALTH, LLC VTV Holdings History
INVICTUS PRIVATE WEALTH, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, INVICTUS PRIVATE WEALTH, LLC held 515,114.00 shares of Vanguard Value ETF(VTV), totaling $88.98 Mil. This investment constitutes 7.05% of their stock portfolio, and INVICTUS PRIVATE WEALTH, LLC now holds 0.06% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q1. And since then INVICTUS PRIVATE WEALTH, LLC has made 7 purchases of VTV, at an average price of $140.89, for a total of 526,591.00 shares. In addition, there have been 2 sales at an average price of $159.21 for 11,477.00 shares. Based on historical transaction data and VTV's current price of $179.47, INVICTUS PRIVATE WEALTH, LLC's estimated gain on his VTV holdings is $20.08 Mil, reflecting a 27.07% gain to date.
INVICTUS PRIVATE WEALTH, LLC VTV ($179.47) Holding Chart
INVICTUS PRIVATE WEALTH, LLC VTV ($179.47) 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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