LAKE STREET PRIVATE WEALTH, LLC VTV Holdings History
LAKE STREET PRIVATE WEALTH, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, LAKE STREET PRIVATE WEALTH, LLC held 226,168.00 shares of Vanguard Value ETF(VTV), totaling $39.07 Mil. This investment constitutes 6.36% of their stock portfolio, and LAKE STREET PRIVATE WEALTH, LLC now holds 0.03% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2019Q1. And since then LAKE STREET PRIVATE WEALTH, LLC has made 21 purchases of VTV, at an average price of $133.94, for a total of 257,151.00 shares. In addition, there have been 3 sales at an average price of $113.43 for 30,983.00 shares. Based on historical transaction data and VTV's current price of $180.53, LAKE STREET PRIVATE WEALTH, LLC's estimated gain on his VTV holdings is $9.90 Mil, reflecting a 28.75% gain to date.
LAKE STREET PRIVATE WEALTH, LLC VTV ($180.53) Holding Chart
LAKE STREET PRIVATE WEALTH, LLC VTV ($180.53) 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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