Inlight Wealth Management, LLC VTV Holdings History
Number of Shares
53,326.00
Current Holdings Value*
$9.21 Mil
% of Portfolio
5.7%
Total Estimate Gain
$150,265.99
% of Total Estimate Gain
1.61%
Inlight Wealth Management, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Inlight Wealth Management, LLC held 53,326.00 shares of Vanguard Value ETF(VTV), totaling $9.21 Mil. This investment constitutes 5.7% of their stock portfolio, and Inlight Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2024Q4. And since then Inlight Wealth Management, LLC has made 1 purchases of VTV, at an average price of $175.44, for a total of 53,326.00 shares. Based on historical transaction data and VTV's current price of $178.26, Inlight Wealth Management, LLC's estimated gain on his VTV holdings is $150,265.99, reflecting a 1.61% gain to date.
Inlight Wealth Management, LLC VTV ($178.26) Holding Chart
Inlight 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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