Number of Shares
166,346.00
Current Holdings Value*
$29.40 Mil
% of Portfolio
9.63%
Total Estimate Gain
$6.82 Mil
% of Total Estimate Gain
10.94%

Kaydan Wealth Management, Inc.'s Vanguard Value ETF Holding Summary

As of 2025-06-30, Kaydan Wealth Management, Inc. held 166,346.00 shares of Vanguard Value ETF(VTV), totaling $29.40 Mil. This investment constitutes 9.63% of their stock portfolio, and Kaydan Wealth Management, Inc. now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2021Q4. And since then Kaydan Wealth Management, Inc. has made 8 purchases of VTV, at an average price of $141.76, for a total of 439,984.00 shares. In addition, there have been 5 sales at an average price of $144.14 for 273,638.00 shares. Based on historical transaction data and VTV's current price of $178.87, Kaydan Wealth Management, Inc.'s estimated gain on his VTV holdings is $6.82 Mil, reflecting a 10.94% gain to date.

Kaydan Wealth Management, Inc. VTV ($178.87) Holding Chart

Kaydan Wealth Management, Inc. 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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