Institute For Wealth Management, LLC. VTV Holdings History
Institute for Wealth Management, LLC.'s Vanguard Value ETF Holding Summary
As of 2025-06-30, Institute for Wealth Management, LLC. held 10,086.00 shares of Vanguard Value ETF(VTV), totaling $1.78 Mil. This investment constitutes 0.2% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2017Q3. And since then Institute for Wealth Management, LLC. has made 13 purchases of VTV, at an average price of $121.43, for a total of 29,909.00 shares. In addition, there have been 17 sales at an average price of $118.34 for 19,823.00 shares. Based on historical transaction data and VTV's current price of $180.29, Institute for Wealth Management, LLC.'s estimated gain on his VTV holdings is $532,360.50, reflecting a 14.66% gain to date.
Institute for Wealth Management, LLC. VTV ($180.29) Holding Chart
Institute for Wealth Management, LLC. VTV ($180.29) 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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