KESTRA PRIVATE WEALTH SERVICES, LLC VTV Holdings History
KESTRA PRIVATE WEALTH SERVICES, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, KESTRA PRIVATE WEALTH SERVICES, LLC held 377,996.00 shares of Vanguard Value ETF(VTV), totaling $65.30 Mil. This investment constitutes 1.09% of their stock portfolio, and KESTRA PRIVATE WEALTH SERVICES, LLC now holds 0.05% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q3. And since then KESTRA PRIVATE WEALTH SERVICES, LLC has made 18 purchases of VTV, at an average price of $145.91, for a total of 377,996.00 shares. Based on historical transaction data and VTV's current price of $179.63, KESTRA PRIVATE WEALTH SERVICES, LLC's estimated gain on his VTV holdings is $12.75 Mil, reflecting a 23.11% gain to date.
KESTRA PRIVATE WEALTH SERVICES, LLC VTV ($179.63) Holding Chart
KESTRA PRIVATE WEALTH SERVICES, 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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