Number of Shares
57,979.00
Current Holdings Value*
$10.02 Mil
% of Portfolio
5.43%
Total Estimate Gain
$2.00 Mil
% of Total Estimate Gain
23.77%

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 $179.63, Integrity Wealth Solutions LLC's estimated gain on his VTV holdings is $2.00 Mil, reflecting a 23.77% gain to date.

Integrity Wealth Solutions LLC VTV ($179.63) Holding Chart

Integrity Wealth Solutions LLC VTV ($179.63) 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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