Journey Beyond Wealth, LLC VTV Holdings History
Journey Beyond Wealth, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Journey Beyond Wealth, LLC held 36,219.00 shares of Vanguard Value ETF(VTV), totaling $6.40 Mil. This investment constitutes 5.4% of their stock portfolio, and Journey Beyond Wealth, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2024Q4. And since then Journey Beyond Wealth, LLC has made 2 purchases of VTV, at an average price of $175.08, for a total of 36,219.00 shares. Based on historical transaction data and VTV's current price of $178.87, Journey Beyond Wealth, LLC's estimated gain on his VTV holdings is $137,404.85, reflecting a 2.17% gain to date.
Journey Beyond Wealth, LLC VTV ($178.87) Holding Chart
Journey Beyond Wealth, LLC VTV ($178.87) 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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