Integrity Wealth Solutions LLC VTV Holdings History
Number of Shares
57,979.00
Current Holdings Value*
$10.02 Mil
% of Portfolio
5.43%
Total Estimate Gain
$1.83 Mil
% of Total Estimate Gain
21.78%
Integrity Wealth Solutions LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Integrity Wealth Solutions LLC held 57,979.00 shares of Vanguard Value ETF(VTV), totaling $10.02 Mil. This investment constitutes 5.43% of their stock portfolio, and Integrity Wealth Solutions LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q4. And since then Integrity Wealth Solutions LLC has made 5 purchases of VTV, at an average price of $145.13, for a total of 57,979.00 shares. Based on historical transaction data and VTV's current price of $176.74, Integrity Wealth Solutions LLC's estimated gain on his VTV holdings is $1.83 Mil, reflecting a 21.78% gain to date.
Integrity Wealth Solutions LLC VTV ($176.74) Holding Chart
Integrity Wealth Solutions LLC VTV ($176.74) 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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